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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,586 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,598 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,765 | $75,183-61.7% | $123,892-76.8% | $55,167-47.9% |
| Participation rate | 82.1% | 72.8%+9.3pp | 81.4%+0.7pp | 69.0%+13.1pp |
| Annual return | 13.18% | 19.01%-5.8pp | 47.52%-34.3pp | 169.23%-156.0pp |
| Employer contribution / active EE | $2,788 | $2,823-1.2% | $4,617-39.6% | $1,963+42.1% |
| Participant deferral / active EE | $4,161 | $5,084-18.2% | $5,984-30.5% | $3,054+36.2% |
| Admin fee / account holder | $158 | $663-76.1% | $8,357-98.1% | $504-68.6% |