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+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,382 |
TANNER LLC1+ years Service code 10 · EIN 20-2253063 | Accounting | $9,476 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,420 |
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 | $58,893 | $46,072+27.8% | $70,014-15.9% | $55,167+6.8% |
| Participation rate | 90.0% | 67.5%+22.5pp | 71.8%+18.2pp | 69.0%+21.0pp |
| Annual return | 8.72% | 8.68%0pp | 12.99%-4.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,830 | $1,500+22.0% | $2,338-21.7% | $1,963-6.7% |
| Participant deferral / active EE | $3,383 | $2,344+44.4% | $2,931+15.4% | $3,054+10.8% |
| Admin fee / account holder | $70 | $428-83.6% | $4,380-98.4% | $504-86.1% |