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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,079 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,817 |
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 | $55,306 | $53,925+2.6% | $75,670-26.9% | $69,631-20.6% |
| Participation rate | 89.3% | 71.2%+18.1pp | 72.3%+17.0pp | 70.7%+18.6pp |
| Annual return | 47.22% | 17.84%+29.4pp | 27.34%+19.9pp | 27571.02%-27523.8pp |
| Employer contribution / active EE | $1,419 | $1,802-21.3% | $2,352-39.7% | $2,032-30.2% |
| Participant deferral / active EE | $3,594 | $2,569+39.9% | $3,142+14.4% | $3,224+11.5% |
| Admin fee / account holder | $42 | $97-57.2% | $5,800-99.3% | $110-62.4% |