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: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,022 | $52,884+111.8% | $84,750+32.2% | $55,167+103.1% |
| Participation rate | 98.3% | 67.5%+30.8pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 7.08% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,577 | $2,233+149.7% | $3,574+56.0% | $1,963+184.2% |
| Participant deferral / active EE | $3,696 | $2,644+39.8% | $3,712-0.4% | $3,054+21.0% |
| Admin fee / account holder | $39 | $581-93.4% | $5,332-99.3% | $504-92.3% |