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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $151,663 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,220 | $98,727+30.9% | $113,168+14.2% | $85,563+51.0% |
| Participation rate | 98.4% | 80.8%+17.6pp | 76.6%+21.9pp | 66.0%+32.5pp |
| Annual return | 11.68% | 17.43%-5.7pp | 24.27%-12.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $2,799 | $2,907-3.7% | $2,975-5.9% | $2,654+5.5% |
| Participant deferral / active EE | $7,979 | $5,424+47.1% | $5,107+56.2% | $4,375+82.4% |
| Admin fee / account holder | $329 | $357-7.9% | $12,068-97.3% | $834-60.6% |