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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,001 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,024 |
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 | $60,805 | $36,916+64.7% | $156,549-61.2% | $57,658+5.5% |
| Participation rate | 96.8% | 63.4%+33.3pp | 84.0%+12.8pp | 70.2%+26.5pp |
| Annual return | 10.32% | 12.38%-2.1pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,503 | $1,571-4.3% | $5,501-72.7% | $1,974-23.9% |
| Participant deferral / active EE | $4,424 | $1,926+129.7% | $4,871-9.2% | $3,061+44.5% |
| Admin fee / account holder | $99 | $82+19.6% | $13,027-99.2% | $95+4.4% |