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 CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $13,731 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,371 |
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 | $27,987 | $41,854-33.1% | $73,843-62.1% | $52,331-46.5% |
| Participation rate | 84.4% | 66.2%+18.2pp | 73.4%+11.0pp | 68.1%+16.3pp |
| Annual return | 0.21% | 2.11%-1.9pp | 2267.84%-2267.6pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,417 | $1,920-26.2% | $2,787-49.1% | $1,882-24.7% |
| Participant deferral / active EE | $2,282 | $2,498-8.7% | $3,583-36.3% | $3,022-24.5% |
| Admin fee / account holder | $39 | $493-92.0% | $4,880-99.2% | $592-93.3% |