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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $153,870 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,303 |
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 | $118,511 | $88,890+33.3% | $102,423+15.7% | $77,643+52.6% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 14.11% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,713 | $2,698+0.6% | $3,023-10.3% | $2,726-0.5% |
| Participant deferral / active EE | $7,520 | $5,145+46.1% | $5,053+48.8% | $4,647+61.8% |
| Admin fee / account holder | $310 | $235+31.7% | $9,451-96.7% | $430-27.9% |