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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $32,488 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,781 | $36,916+34.8% | $156,549-68.2% | $57,658-13.7% |
| Participation rate | 70.9% | 63.4%+7.4pp | 84.0%-13.1pp | 70.2%+0.7pp |
| Annual return | 5.69% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,029 | $1,571-34.5% | $5,501-81.3% | $1,974-47.9% |
| Participant deferral / active EE | $2,174 | $1,926+12.9% | $4,871-55.4% | $3,061-29.0% |
| Admin fee / account holder | $21 | $82-75.1% | $13,027-99.8% | $95-78.3% |