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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,809 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,194 |
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 | $79,403 | $45,283+75.3% | $155,790-49.0% | $52,331+51.7% |
| Participation rate | 82.7% | 62.2%+20.5pp | 76.1%+6.6pp | 68.1%+14.6pp |
| Annual return | 0.57% | 1.80%-1.2pp | 71.54%-71.0pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,504 | $1,329+13.2% | $3,836-60.8% | $1,882-20.1% |
| Participant deferral / active EE | $3,176 | $2,854+11.3% | $4,797-33.8% | $3,022+5.1% |
| Admin fee / account holder | $66 | $981-93.2% | $7,478-99.1% | $592-88.8% |