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 27 · EIN 04-2675571 | Advisory (Plan) | $29,964 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,472 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,967 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,530 | $65,061+79.1% | $143,757-18.9% | $66,914+74.1% |
| Participation rate | 72.2% | 65.2%+7.0pp | 80.3%-8.1pp | 69.8%+2.4pp |
| Annual return | -13.92% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,657 | $2,361+12.5% | $4,951-46.3% | $2,544+4.4% |
| Participant deferral / active EE | $3,295 | $2,919+12.9% | $5,637-41.5% | $4,237-22.2% |
| Admin fee / account holder | $19 | $502-96.1% | $14,673-99.9% | $593-96.7% |