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 9-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 - RPCP Service code 27 · EIN 04-3044661 | Advisory (Plan) | $99,054 |
RETIREMENT, LLC1+ years Filed as: RETIREMENT LLC SERIES TWO Service code 49 | Other Services | $7,983 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,711 |
RETIREMENT, LLC1+ years Filed as: RETIREMENT LLC Service code 49 · EIN 42-0127290 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $73,952 | $50,498+46.4% | $75,781-2.4% | $55,191+34.0% |
| Participation rate | 88.8% | 69.4%+19.3pp | 75.8%+13.0pp | 69.2%+19.6pp |
| Annual return | 2.23% | 1.80%+0.4pp | 9.68%-7.4pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,267 | $2,291-44.7% | $3,323-61.9% | $1,899-33.3% |
| Participant deferral / active EE | $4,312 | $2,589+66.5% | $3,651+18.1% | $3,046+41.5% |
| Admin fee / account holder | $18 | $123-85.4% | $5,299-99.7% | $91-80.2% |