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 Service code 49 · EIN 95-2834236 | Other Services | $6,534 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,245 | $65,322-58.3% | $70,449-61.3% | $73,488-62.9% |
| Participation rate | 44.3% | 77.0%-32.7pp | 75.1%-30.8pp | 70.7%-26.4pp |
| Annual return | 15.29% | 15.71%-0.4pp | 109.03%-93.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $534 | $2,460-78.3% | $2,737-80.5% | $2,270-76.5% |
| Participant deferral / active EE | $1,380 | $3,375-59.1% | $3,709-62.8% | $3,740-63.1% |
| Admin fee / account holder | $51 | $214-76.3% | $3,845-98.7% | $513-90.1% |