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 7-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,517 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $41,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,900 | $62,928-27.1% | $172,739-73.4% | $67,579-32.1% |
| Participation rate | 67.9% | 64.5%+3.4pp | 82.6%-14.8pp | 71.3%-3.4pp |
| Annual return | 23.34% | 30.36%-7.0pp | 802.84%-779.5pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,394 | $1,636-14.8% | $5,143-72.9% | $2,148-35.1% |
| Participant deferral / active EE | $3,060 | $2,145+42.7% | $5,198-41.1% | $3,539-13.5% |
| Admin fee / account holder | $240 | $167+44.0% | $13,954-98.3% | $142+68.6% |