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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,716 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,271 | $88,890-47.9% | $102,423-54.8% | $77,643-40.4% |
| Participation rate | 86.5% | 80.9%+5.6pp | 76.5%+10.0pp | 70.6%+15.9pp |
| Annual return | 14.01% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,290 | $2,698-15.1% | $3,023-24.2% | $2,726-16.0% |
| Participant deferral / active EE | $4,302 | $5,145-16.4% | $5,053-14.9% | $4,647-7.4% |
| Admin fee / account holder | $335 | $235+42.2% | $9,451-96.5% | $430-22.2% |