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 FINANCIAL2+ years Filed as: LPL HOLDINGS INC. Service code 49 · EIN 04-3046611 | Other Services | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,254 |
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 | $82,718 | $63,905+29.4% | $74,183+11.5% | $57,658+43.5% |
| Participation rate | 88.1% | 79.8%+8.3pp | 76.6%+11.4pp | 70.2%+17.8pp |
| Annual return | 9.42% | 60.60%-51.2pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,547 | $1,840-15.9% | $2,370-34.7% | $1,974-21.6% |
| Participant deferral / active EE | $3,880 | $3,448+12.5% | $3,550+9.3% | $3,061+26.8% |
| Admin fee / account holder | $17 | $91-81.3% | $5,586-99.7% | $95-82.0% |