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 9-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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,976 |
Service code 12 · EIN 01-5597402 | Custodial (other than securities); Cl... | $9,983 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,122 |
DEFINITI LLC1 year Service code 27 · EIN 85-0833363 | Advisory (Plan) | $1,930 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,057 | $65,061-87.6% | $143,757-94.4% | $66,914-88.0% |
| Participation rate | 82.5% | 65.2%+17.3pp | 80.3%+2.2pp | 69.8%+12.7pp |
| Annual return | -17.97% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,265 | $2,361-46.4% | $4,951-74.4% | $2,544-50.3% |
| Participant deferral / active EE | $2,107 | $2,919-27.8% | $5,637-62.6% | $4,237-50.3% |
| Admin fee / account holder | $212 | $502-57.8% | $14,673-98.6% | $593-64.3% |