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 | $236,619 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $110,591 |
Service code 14 · EIN 94-2894112 | Plan Administrator | $9,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,500 | $51,288+172.0% | $81,983+70.2% | $73,409+90.0% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.2%+25.4pp | 72.2%+22.4pp |
| Annual return | 18.71% | 29.48%-10.8pp | 41.31%-22.6pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,196 | $1,487+47.7% | $2,498-12.1% | $2,234-1.7% |
| Participant deferral / active EE | $7,539 | $2,715+177.7% | $3,722+102.6% | $3,805+98.1% |
| Admin fee / account holder | $359 | $125+186.1% | $5,664-93.7% | $158+127.1% |