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 7-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 |
|---|---|---|
Filed as: PRINICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,023 |
Service code 29 · EIN 20-4780677 | Legal | $15,030 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 | Advisory (Plan) | $12,261 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,987 | $64,119-57.9% | $112,228-76.0% | $66,914-59.7% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.1%+23.0pp | 69.8%+28.3pp |
| Annual return | -17.35% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $8,498 | $3,005+182.8% | $3,635+133.8% | $2,544+234.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $293 | $625-53.2% | $6,410-95.4% | $593-50.6% |