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 FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,715 |
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 | $91,768 | $79,519+15.4% | $95,952-4.4% | $73,409+25.0% |
| Participation rate | 93.8% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 14.96% | 19.20%-4.2pp | 91.61%-76.7pp | 59.29%-44.3pp |
| Employer contribution / active EE | $831 | $2,048-59.4% | $2,541-67.3% | $2,234-62.8% |
| Participant deferral / active EE | $4,258 | $4,138+2.9% | $4,167+2.2% | $3,805+11.9% |
| Admin fee / account holder | $17 | $184-90.6% | $6,795-99.7% | $158-89.1% |