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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,882 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $41,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,158 | $48,277-8.5% | $63,517-30.5% | $55,191-20.0% |
| Participation rate | 89.6% | 69.4%+20.2pp | 71.0%+18.6pp | 69.2%+20.5pp |
| Annual return | 50.16% | 2.37%+47.8pp | -70.30%+120.5pp | 10.78%+39.4pp |
| Employer contribution / active EE | $1,133 | $1,592-28.8% | $2,322-51.2% | $1,899-40.3% |
| Participant deferral / active EE | $3,594 | $2,432+47.8% | $2,953+21.7% | $3,046+18.0% |
| Admin fee / account holder | $73 | $86-14.5% | $5,892-98.8% | $91-19.0% |