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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,380 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,334 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,446 | $52,953-51.9% | $172,739-85.3% | $65,185-61.0% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 17.50% | 30.12%-12.6pp | 802.84%-785.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,048 | $2,190-52.1% | $5,143-79.6% | $2,177-51.8% |
| Participant deferral / active EE | $1,779 | $2,471-28.0% | $5,198-65.8% | $3,514-49.4% |
| Admin fee / account holder | $22 | $472-95.3% | $13,954-99.8% | $847-97.4% |