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 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $107,562 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,202 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,438 | $79,184+332.5% | $102,438+234.3% | $74,546+359.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.02% | 54.95%-43.9pp | 29.37%-18.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $7,438 | $2,362+214.9% | $3,024+146.0% | $2,624+183.4% |
| Participant deferral / active EE | $9,692 | $4,414+119.5% | $5,054+91.8% | $4,347+122.9% |
| Admin fee / account holder | $836 | $2,001-58.2% | $9,448-91.2% | $1,944-57.0% |