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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,848 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,106 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,969 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,161 | $56,095-65.8% | $178,490-89.3% | $90,288-78.8% |
| Participation rate | 82.6% | 65.6%+17.0pp | 81.9%+0.6pp | 73.4%+9.2pp |
| Annual return | 16.65% | 28.81%-12.2pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $703 | $1,572-55.3% | $5,011-86.0% | $2,524-72.2% |
| Participant deferral / active EE | $1,819 | $2,669-31.8% | $5,202-65.0% | $4,232-57.0% |
| Admin fee / account holder | $133 | $101+32.6% | $13,984-99.0% | $114+17.0% |