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: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $158,736 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,510 | $72,254+30.8% | $86,677+9.0% | $64,808+45.8% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -14.85% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,327 | $2,393-2.8% | $2,836-18.0% | $2,506-7.1% |
| Participant deferral / active EE | $6,460 | $4,658+38.7% | $4,656+38.8% | $4,310+49.9% |
| Admin fee / account holder | $326 | $174+87.2% | $7,493-95.7% | $188+73.4% |