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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,310 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,373 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,619 | $69,362-1.1% | $101,248-32.2% | $73,488-6.6% |
| Participation rate | 83.7% | 68.4%+15.3pp | 75.8%+7.8pp | 70.7%+13.0pp |
| Annual return | 14.16% | 18.46%-4.3pp | 46.47%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,054 | $2,628-21.9% | $3,660-43.9% | $2,270-9.5% |
| Participant deferral / active EE | $3,125 | $3,300-5.3% | $4,370-28.5% | $3,740-16.4% |
| Admin fee / account holder | $26 | $704-96.3% | $5,945-99.6% | $513-95.0% |