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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,325 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,074 |
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 | $34,071 | $51,620-34.0% | $90,281-62.3% | $65,185-47.7% |
| Participation rate | 76.3% | 68.6%+7.7pp | 73.3%+3.0pp | 70.2%+6.1pp |
| Annual return | 18.77% | 24.94%-6.2pp | 78.10%-59.3pp | 29.38%-10.6pp |
| Employer contribution / active EE | $847 | $2,235-62.1% | $2,854-70.3% | $2,177-61.1% |
| Participant deferral / active EE | $1,998 | $2,871-30.4% | $3,885-48.6% | $3,514-43.1% |
| Admin fee / account holder | $137 | $384-64.3% | $5,351-97.4% | $847-83.8% |