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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,564 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $680 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,457 | $60,165-12.8% | $74,183-29.3% | $55,167-4.9% |
| Participation rate | 94.0% | 74.2%+19.9pp | 76.6%+17.4pp | 69.0%+25.1pp |
| Annual return | 0.23% | 10.00%-9.8pp | 17.74%-17.5pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,329 | $1,600-16.9% | $2,370-43.9% | $1,963-32.3% |
| Participant deferral / active EE | $2,997 | $2,973+0.8% | $3,550-15.6% | $3,054-1.9% |
| Admin fee / account holder | $4 | $419-99.0% | $5,586-99.9% | $504-99.1% |