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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,931 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,868 |
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 | $68,248 | $50,385+35.5% | $75,670-9.8% | $62,292+9.6% |
| Participation rate | 92.6% | 67.7%+24.8pp | 72.3%+20.2pp | 69.5%+23.0pp |
| Annual return | 17.60% | 19.90%-2.3pp | 27.34%-9.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,043 | $1,537+32.9% | $2,352-13.1% | $2,0420% |
| Participant deferral / active EE | $3,726 | $2,445+52.4% | $3,142+18.6% | $3,169+17.6% |
| Admin fee / account holder | $18 | $384-95.3% | $5,800-99.7% | $479-96.2% |