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: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $7,400 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,494 | $42,546+63.3% | $71,796-3.2% | $55,167+26.0% |
| Participation rate | 68.7% | 59.1%+9.6pp | 69.1%-0.4pp | 69.0%-0.3pp |
| Annual return | 5.94% | 12.36%-6.4pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $719 | $803-10.5% | $1,924-62.6% | $1,963-63.4% |
| Participant deferral / active EE | $2,114 | $2,064+2.4% | $2,794-24.3% | $3,054-30.8% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.9% |