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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,184 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,662 |
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 | $21,134 | $46,173-54.2% | $170,442-87.6% | $69,631-69.6% |
| Participation rate | 71.3% | 63.9%+7.4pp | 83.6%-12.3pp | 70.7%+0.6pp |
| Annual return | 21.93% | 21.62%+0.3pp | 205.93%-184.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $840 | $1,610-47.8% | $5,433-84.5% | $2,032-58.7% |
| Participant deferral / active EE | $1,982 | $2,080-4.7% | $4,939-59.9% | $3,224-38.5% |
| Admin fee / account holder | $152 | $116+31.1% | $13,880-98.9% | $110+37.7% |