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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,807 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,087 | $52,953+107.9% | $172,739-36.3% | $65,185+68.9% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.1pp | 70.2%+20.5pp |
| Annual return | 17.38% | 30.12%-12.7pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $2,794 | $2,190+27.6% | $5,143-45.7% | $2,177+28.4% |
| Participant deferral / active EE | $3,844 | $2,471+55.6% | $5,198-26.0% | $3,514+9.4% |
| Admin fee / account holder | $16 | $472-96.7% | $13,954-99.9% | $847-98.2% |