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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,185 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,185 |
RONALD BLUE & COMPANY1 year Service code 27 · EIN 58-1411966 | Advisory (Plan) | $12,882 |
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 | $24,905 | $71,802-65.3% | $133,980-81.4% | $57,658-56.8% |
| Participation rate | 78.9% | 85.5%-6.6pp | 87.1%-8.2pp | 70.2%+8.6pp |
| Annual return | 8.92% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,152 | $3,161-63.5% | $5,211-77.9% | $1,974-41.6% |
| Participant deferral / active EE | $4,876 | $4,606+5.9% | $6,282-22.4% | $3,061+59.3% |
| Admin fee / account holder | $127 | $88+45.4% | $9,324-98.6% | $95+34.8% |