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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,172 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,476 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,256 | $58,879-67.3% | $178,490-89.2% | $73,488-73.8% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 9.73% | 24.86%-15.1pp | 151.07%-141.3pp | 28.51%-18.8pp |
| Employer contribution / active EE | $522 | $2,236-76.7% | $5,011-89.6% | $2,270-77.0% |
| Participant deferral / active EE | $2,225 | $2,567-13.3% | $5,202-57.2% | $3,740-40.5% |
| Admin fee / account holder | $24 | $400-94.0% | $13,984-99.8% | $513-95.3% |