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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,712 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,292 | $64,119-6.0% | $112,228-46.3% | $66,914-9.9% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.1%+5.9pp | 69.8%+11.2pp |
| Annual return | -16.70% | -13.81%-2.9pp | 27.45%-44.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,032 | $3,005-32.4% | $3,635-44.1% | $2,544-20.1% |
| Participant deferral / active EE | $3,870 | $3,693+4.8% | $4,728-18.2% | $4,237-8.7% |
| Admin fee / account holder | $162 | $625-74.1% | $6,410-97.5% | $593-72.7% |