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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,792 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,452 | $50,982-6.9% | $154,803-69.3% | $85,563-44.5% |
| Participation rate | 40.6% | 59.8%-19.2pp | 78.1%-37.5pp | 66.0%-25.4pp |
| Annual return | 14.08% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $933 | $1,708-45.4% | $4,305-78.3% | $2,654-64.8% |
| Participant deferral / active EE | $1,158 | $2,474-53.2% | $5,540-79.1% | $4,375-73.5% |
| Admin fee / account holder | $226 | $846-73.2% | $14,329-98.4% | $834-72.9% |