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 Service code 49 · EIN 95-2834236 | Other Services | $2,940 |
SECURITIES AMERICA INC1+ years Filed as: BB&T SECURITIES LLC Service code 49 · EIN 20-5817590 | Other Services | $2,797 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,523 |
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 | $58,160 | $43,423+33.9% | $78,689-26.1% | $55,167+5.4% |
| Participation rate | 98.1% | 68.0%+30.1pp | 73.6%+24.6pp | 69.0%+29.2pp |
| Annual return | 11.39% | 11.53%-0.1pp | 62.18%-50.8pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,041 | $1,997+2.2% | $2,851-28.4% | $1,963+4.0% |
| Participant deferral / active EE | $5,097 | $2,509+103.2% | $3,517+44.9% | $3,054+66.9% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.8% |