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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $140,504 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,341 | $185,342-37.8% | $111,297+3.6% | $86,799+32.9% |
| Participation rate | 98.1% | 81.0%+17.1pp | 77.3%+20.8pp | 72.3%+25.8pp |
| Annual return | 29.23% | 500.80%-471.6pp | 54.65%-25.4pp | 97.91%-68.7pp |
| Employer contribution / active EE | $2,180 | $2,246-3.0% | $2,731-20.2% | $2,405-9.4% |
| Participant deferral / active EE | $6,066 | $4,458+36.0% | $4,487+35.2% | $4,131+46.8% |
| Admin fee / account holder | $284 | $255+11.2% | $7,964-96.4% | $170+67.5% |