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) | $37,608 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $13,674 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,018 | $59,186+70.7% | $76,768+31.6% | $56,287+79.5% |
| Participation rate | 87.7% | 75.2%+12.5pp | 77.0%+10.7pp | 69.9%+17.8pp |
| Annual return | -6.60% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $4,202 | $1,759+138.9% | $2,485+69.1% | $2,111+99.0% |
| Participant deferral / active EE | $8,422 | $3,255+158.7% | $3,852+118.7% | $3,350+151.4% |
| Admin fee / account holder | $408 | $489-16.5% | $6,675-93.9% | $521-21.6% |