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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,298 |
Filed as: PRIVATE LEDGER INSURANCE SERVICE OF Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,235 |
SII INVESTMENTS INC3+ years Filed as: SII INVESTMENTS, INC Service code 27 · EIN 39-1099262 | Advisory (Plan) | $12,790 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,490 |
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 | $98,347 | $61,214+60.7% | $83,333+18.0% | $56,287+74.7% |
| Participation rate | 97.8% | 72.6%+25.2pp | 77.8%+20.0pp | 69.9%+27.9pp |
| Annual return | -5.32% | 0.42%-5.7pp | 10.63%-16.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $4,646 | $1,925+141.3% | $3,379+37.5% | $2,111+120.1% |
| Participant deferral / active EE | $4,464 | $5,091-12.3% | $5,565-19.8% | $3,350+33.3% |
| Admin fee / account holder | $17 | $512-96.7% | $7,510-99.8% | $521-96.7% |