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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,952 |
LPL FINANCIAL2 years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 95-2834236 | Consulting | $30,000 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & HART Service code 29 · EIN 84-0382505 | Legal | $21,180 |
EIDE BAILLY LLP7 years Filed as: EIDE BAILLY Service code 10 · EIN 04-5025098 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,664 | $72,482-20.4% | $129,110-55.3% | $64,808-11.0% |
| Participation rate | 88.7% | 79.2%+9.5pp | 77.3%+11.4pp | 71.5%+17.2pp |
| Annual return | -16.29% | -9.08%-7.2pp | -10.94%-5.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,511 | $4,247-64.4% | $5,052-70.1% | $2,506-39.7% |
| Participant deferral / active EE | $7,212 | $5,679+27.0% | $6,542+10.2% | $4,310+67.3% |
| Admin fee / account holder | $180 | $144+24.7% | $14,302-98.7% | $188-4.2% |