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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,676 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,078 |
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 | $30,241 | $81,537-62.9% | $149,718-79.8% | $69,631-56.6% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.1%+9.1pp | 70.7%+25.4pp |
| Annual return | 17.66% | 22.79%-5.1pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,204 | $3,239-62.8% | $5,445-77.9% | $2,032-40.7% |
| Participant deferral / active EE | $5,051 | $4,994+1.1% | $6,569-23.1% | $3,224+56.7% |
| Admin fee / account holder | $171 | $107+59.9% | $11,283-98.5% | $110+54.8% |