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 |
|---|---|---|
Service code 10 · EIN 59-1152714 | Accounting | $10,200 |
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $9,036 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,974 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,378 |
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 | $56,409 | $107,440-47.5% | $105,738-46.7% | $55,725+1.2% |
| Participation rate | 93.1% | 55.5%+37.6pp | 76.3%+16.8pp | 70.9%+22.3pp |
| Annual return | -5.85% | -0.59%-5.3pp | 6.27%-12.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,248 | $1,448-13.8% | $3,268-61.8% | $2,078-39.9% |
| Participant deferral / active EE | $2,357 | $2,171+8.6% | $4,080-42.2% | $3,356-29.7% |
| Admin fee / account holder | $21 | $283-92.7% | $6,913-99.7% | $115-82.0% |