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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,999 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,376 | $99,957+59.4% | $149,696+6.5% | $73,488+116.9% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 16.22% | 53.87%-37.6pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,058 | $3,191-4.2% | $4,644-34.2% | $2,270+34.7% |
| Participant deferral / active EE | $8,764 | $6,073+44.3% | $6,842+28.1% | $3,740+134.4% |
| Admin fee / account holder | $347 | $551-36.9% | $9,309-96.3% | $513-32.3% |