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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,332 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,533 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $124,291 | $80,753+53.9% | $136,294-8.8% | $62,292+99.5% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 17.71% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,057 | $2,884+6.0% | $4,695-34.9% | $2,042+49.7% |
| Participant deferral / active EE | $7,335 | $5,164+42.0% | $6,247+17.4% | $3,169+131.5% |
| Admin fee / account holder | $142 | $525-72.9% | $9,243-98.5% | $479-70.3% |