See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,627 |
Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 · EIN 92-1037746 | Contract Administrator | $9,815 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,905 | $62,127-42.2% | $81,382-55.9% | $74,495-51.8% |
| Participation rate | 78.7% | 64.0%+14.6pp | 69.5%+9.2pp | 67.2%+11.5pp |
| Annual return | 11.54% | 16.48%-4.9pp | 24.73%-13.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $333 | $1,882-82.3% | $2,463-86.5% | $2,623-87.3% |
| Participant deferral / active EE | $1,826 | $3,229-43.4% | $3,883-53.0% | $4,346-58.0% |
| Admin fee / account holder | $143 | $1,934-92.6% | $5,768-97.5% | $1,942-92.6% |