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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,579 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $15,671 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,187 | $79,184-40.4% | $102,438-53.9% | $74,546-36.7% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 14.98% | 54.95%-40.0pp | 29.37%-14.4pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $462 | $2,362-80.4% | $3,024-84.7% | $2,624-82.4% |
| Participant deferral / active EE | $2,253 | $4,414-49.0% | $5,054-55.4% | $4,347-48.2% |
| Admin fee / account holder | $249 | $2,001-87.6% | $9,448-97.4% | $1,944-87.2% |