See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,141 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,572 | $89,652+54.6% | $141,162-1.8% | $65,185+112.6% |
| Participation rate | 96.5% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 25.36% | 32.79%-7.4pp | 71.39%-46.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $3,042 | $3,065-0.8% | $4,735-35.8% | $2,177+39.7% |
| Participant deferral / active EE | $8,094 | $5,691+42.2% | $6,709+20.6% | $3,514+130.4% |
| Admin fee / account holder | $383 | $569-32.6% | $10,261-96.3% | $847-54.8% |