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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $64,349 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,247 | $58,320+61.6% | $86,436+9.0% | $66,914+40.8% |
| Participation rate | 97.7% | 78.6%+19.1pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -16.13% | -9.71%-6.4pp | 4394.89%-4411.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,724 | $2,615-34.1% | $3,769-54.3% | $2,544-32.2% |
| Participant deferral / active EE | $5,617 | $6,899-18.6% | $6,952-19.2% | $4,237+32.6% |
| Admin fee / account holder | $25 | $546-95.4% | $6,731-99.6% | $593-95.8% |