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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,545 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,662 | $72,254+13.0% | $86,677-5.8% | $64,808+26.0% |
| Participation rate | 93.8% | 80.4%+13.4pp | 76.6%+17.2pp | 71.5%+22.4pp |
| Annual return | -17.26% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,347 | $2,393-1.9% | $2,836-17.3% | $2,506-6.3% |
| Participant deferral / active EE | $5,013 | $4,658+7.6% | $4,656+7.7% | $4,310+16.3% |
| Admin fee / account holder | $171 | $174-1.8% | $7,493-97.7% | $188-9.0% |