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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $133,727 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $33,664 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $11,607 |
BEENE GARTER LLP3 years Filed as: BEENE GARTER Service code 10 · EIN 38-1337372 | Accounting | $11,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,288 | $99,078-39.2% | $96,544-37.6% | $74,419-19.0% |
| Participation rate | 96.1% | 80.7%+15.4pp | 76.0%+20.1pp | 70.7%+25.3pp |
| Annual return | 17.18% | 22.48%-5.3pp | 25.84%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,533 | $2,570-40.4% | $2,965-48.3% | $2,637-41.9% |
| Participant deferral / active EE | $5,048 | $4,933+2.3% | $4,851+4.1% | $4,528+11.5% |
| Admin fee / account holder | $240 | $225+6.9% | $8,252-97.1% | $348-31.0% |