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) | $54,383 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,411 |
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 | $115,972 | $58,655+97.7% | $91,989+26.1% | $65,185+77.9% |
| Participation rate | 99.5% | 75.3%+24.2pp | 78.6%+20.8pp | 70.2%+29.3pp |
| Annual return | 23.76% | 33.92%-10.2pp | 69.02%-45.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,688 | $2,080+77.3% | $3,452+6.8% | $2,177+69.4% |
| Participant deferral / active EE | $5,185 | $5,474-5.3% | $5,923-12.5% | $3,514+47.6% |
| Admin fee / account holder | $35 | $434-91.9% | $7,743-99.5% | $847-95.9% |