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 | $43,940 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,307 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,578 | $44,229-73.8% | $155,790-92.6% | $55,191-79.0% |
| Participation rate | 87.3% | 60.8%+26.5pp | 76.1%+11.2pp | 69.2%+18.1pp |
| Annual return | 12.37% | 0.37%+12.0pp | 71.54%-59.2pp | 10.78%+1.6pp |
| Employer contribution / active EE | $1,407 | $1,317+6.8% | $3,836-63.3% | $1,899-25.9% |
| Participant deferral / active EE | $2,401 | $2,851-15.8% | $4,797-49.9% | $3,046-21.2% |
| Admin fee / account holder | $166 | $86+93.1% | $7,478-97.8% | $91+83.3% |