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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,694 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,676 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,162 | $55,453-40.2% | $170,442-80.5% | $62,292-46.8% |
| Participation rate | 81.6% | 66.4%+15.2pp | 83.6%-2.0pp | 69.5%+12.0pp |
| Annual return | 16.26% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,286 | $2,303-44.1% | $4,939-74.0% | $3,169-59.4% |
| Admin fee / account holder | $249 | $455-45.2% | $13,880-98.2% | $479-48.0% |