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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $229,441 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $103,569 |
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 | $135,977 | $49,693+173.6% | $70,515+92.8% | $74,419+82.7% |
| Participation rate | 95.0% | 64.7%+30.3pp | 68.3%+26.6pp | 70.7%+24.3pp |
| Annual return | 16.86% | 21.22%-4.4pp | 32.77%-15.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,283 | $1,773+28.7% | $2,973-23.2% | $2,637-13.4% |
| Participant deferral / active EE | $8,045 | $3,376+138.3% | $4,567+76.2% | $4,528+77.7% |
| Admin fee / account holder | $333 | $316+5.3% | $6,412-94.8% | $348-4.4% |