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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $136,182 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,722 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,446 | $99,078+7.4% | $96,544+10.3% | $74,419+43.0% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.5pp |
| Annual return | 11.41% | 22.48%-11.1pp | 25.84%-14.4pp | 34.38%-23.0pp |
| Employer contribution / active EE | $2,546 | $2,570-0.9% | $2,965-14.1% | $2,637-3.5% |
| Participant deferral / active EE | $6,848 | $4,933+38.8% | $4,851+41.2% | $4,528+51.2% |
| Admin fee / account holder | $290 | $225+29.2% | $8,252-96.5% | $348-16.5% |