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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $194,431 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,673 |
Service code 49 · EIN 20-0072992 | Other Services | $12,035 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,668 | $47,456-48.0% | $172,739-85.7% | $77,787-68.3% |
| Participation rate | 74.3% | 66.3%+8.1pp | 82.6%-8.3pp | 73.2%+1.1pp |
| Annual return | 24.17% | 35.57%-11.4pp | 802.84%-778.7pp | 32.57%-8.4pp |
| Employer contribution / active EE | $789 | $1,574-49.9% | $5,143-84.7% | $2,504-68.5% |
| Participant deferral / active EE | $1,768 | $2,560-30.9% | $5,198-66.0% | $3,967-55.4% |
| Admin fee / account holder | $79 | $81-2.0% | $13,954-99.4% | $100-20.8% |