See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,345 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,963 | $56,317-7.7% | $71,209-27.0% | $74,304-30.1% |
| Participation rate | 99.3% | 55.1%+44.2pp | 73.8%+25.6pp | 60.3%+39.0pp |
| Annual return | 13.95% | 42.83%-28.9pp | 282.51%-268.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,499 | $2,160+15.7% | $2,721-8.1% | $2,241+11.5% |
| Participant deferral / active EE | $3,305 | $2,788+18.5% | $4,175-20.8% | $3,767-12.3% |
| Admin fee / account holder | $265 | $2,290-88.4% | $5,349-95.0% | $2,969-91.1% |