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 FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,678 |
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 | $133,200 | $58,726+126.8% | $92,233+44.4% | $62,292+113.8% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.7pp |
| Annual return | 17.17% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,912 | $2,392+147.2% | $3,679+60.7% | $2,042+189.5% |
| Participant deferral / active EE | $3,587 | $2,766+29.7% | $3,897-8.0% | $3,169+13.2% |
| Admin fee / account holder | $23 | $556-95.9% | $5,194-99.6% | $479-95.2% |