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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,553 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $46,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,169 | $50,815-48.5% | $155,509-83.2% | $77,643-66.3% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 15.20% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,253 | $1,993-37.1% | $4,672-73.2% | $2,726-54.0% |
| Participant deferral / active EE | $2,188 | $2,822-22.5% | $5,626-61.1% | $4,647-52.9% |
| Admin fee / account holder | $111 | $437-74.5% | $15,912-99.3% | $430-74.1% |