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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,528 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,394 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,200 | $65,061-59.7% | $143,757-81.8% | $66,914-60.8% |
| Participation rate | 85.3% | 65.2%+20.1pp | 80.3%+5.0pp | 69.8%+15.5pp |
| Annual return | -14.43% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,149 | $2,361-51.3% | $4,951-76.8% | $2,544-54.8% |
| Participant deferral / active EE | $1,823 | $2,919-37.6% | $5,637-67.7% | $4,237-57.0% |
| Admin fee / account holder | $29 | $502-94.2% | $14,673-99.8% | $593-95.1% |