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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,280 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $113,294 |
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 | $150,823 | $55,416+172.2% | $75,972+98.5% | $77,643+94.3% |
| Participation rate | 95.6% | 63.6%+32.0pp | 69.1%+26.5pp | 70.6%+25.0pp |
| Annual return | 13.78% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,448 | $1,788+36.9% | $2,685-8.8% | $2,726-10.2% |
| Participant deferral / active EE | $9,029 | $3,447+161.9% | $4,255+112.2% | $4,647+94.3% |
| Admin fee / account holder | $383 | $414-7.5% | $6,467-94.1% | $430-11.0% |