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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,122 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,291 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,696 | $52,467-72.0% | $57,179-74.3% | $55,167-73.4% |
| Participation rate | 85.8% | 75.8%+10.0pp | 75.3%+10.5pp | 69.0%+16.8pp |
| Annual return | 0.10% | 7.72%-7.6pp | 14.59%-14.5pp | 169.23%-169.1pp |
| Employer contribution / active EE | $1,990 | $2,477-19.7% | $2,682-25.8% | $1,963+1.4% |
| Participant deferral / active EE | $2,584 | $2,830-8.7% | $3,096-16.6% | $3,054-15.4% |
| Admin fee / account holder | $39 | $269-85.3% | $3,139-98.7% | $504-92.2% |