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 | $47,195 |
Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 · EIN 92-1037746 | Contract Administrator | $22,478 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,641 | $80,724-5.1% | $103,333-25.8% | $74,495+2.9% |
| Participation rate | 81.1% | 65.7%+15.4pp | 74.5%+6.6pp | 67.2%+13.9pp |
| Annual return | 17.95% | 27.56%-9.6pp | 24.88%-6.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,076 | $3,157+29.1% | $3,868+5.4% | $2,623+55.4% |
| Participant deferral / active EE | $4,672 | $3,860+21.0% | $5,057-7.6% | $4,346+7.5% |
| Admin fee / account holder | $193 | $2,368-91.9% | $8,355-97.7% | $1,942-90.1% |