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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,929 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $71,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,919 | $95,880+14.6% | $107,525+2.2% | $85,563+28.5% |
| Participation rate | 99.0% | 70.1%+28.9pp | 75.1%+23.9pp | 66.0%+33.0pp |
| Annual return | 14.74% | 68.06%-53.3pp | 181.32%-166.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,185 | $3,812-68.9% | $3,754-68.4% | $2,654-55.3% |
| Participant deferral / active EE | $8,419 | $4,201+100.4% | $5,116+64.6% | $4,375+92.4% |
| Admin fee / account holder | $296 | $1,025-71.1% | $8,919-96.7% | $834-64.5% |