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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $57,871 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,034 |
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 | $119,969 | $66,813+79.6% | $100,516+19.4% | $73,488+63.2% |
| Participation rate | 99.5% | 77.5%+22.1pp | 79.4%+20.1pp | 70.7%+28.8pp |
| Annual return | 18.97% | 25.70%-6.7pp | 30.89%-11.9pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,776 | $2,147-17.2% | $3,418-48.0% | $2,270-21.7% |
| Participant deferral / active EE | $5,260 | $5,883-10.6% | $6,270-16.1% | $3,740+40.7% |
| Admin fee / account holder | $17 | $512-96.7% | $8,081-99.8% | $513-96.7% |