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 - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,895 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,986 |
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 | $54,669 | $50,106+9.1% | $70,014-21.9% | $57,658-5.2% |
| Participation rate | 89.1% | 70.9%+18.3pp | 71.8%+17.3pp | 70.2%+18.9pp |
| Annual return | 6.93% | 14.58%-7.7pp | 12.99%-6.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,355 | $1,739-22.1% | $2,338-42.0% | $1,974-31.3% |
| Participant deferral / active EE | $3,594 | $2,486+44.6% | $2,931+22.6% | $3,061+17.4% |
| Admin fee / account holder | $31 | $89-65.2% | $4,380-99.3% | $95-67.2% |