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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,954 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $13,112 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,371 | $80,005-54.5% | $140,016-74.0% | $55,725-34.7% |
| Participation rate | 97.5% | 87.0%+10.5pp | 87.5%+10.0pp | 70.9%+26.6pp |
| Annual return | -6.45% | 0.46%-6.9pp | 651.12%-657.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,291 | $3,403-62.1% | $5,606-77.0% | $2,078-37.9% |
| Participant deferral / active EE | $5,641 | $5,264+7.2% | $6,927-18.6% | $3,356+68.1% |
| Admin fee / account holder | $172 | $116+48.5% | $10,705-98.4% | $115+49.1% |