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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,901 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,515 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,790 | $61,156+131.8% | $185,823-23.7% | $79,386+78.6% |
| Participation rate | 87.1% | 66.6%+20.5pp | 81.7%+5.4pp | 70.7%+16.4pp |
| Annual return | 13.99% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $3,021 | $2,321+30.2% | $5,167-41.5% | $2,427+24.4% |
| Participant deferral / active EE | $4,067 | $2,789+45.8% | $5,568-27.0% | $4,046+0.5% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |