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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,307 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 95-2834236 | Consulting | $30,000 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & HART Service code 29 · EIN 84-0382505 | Legal | $12,446 |
EIDE BAILLY LLP8 years Filed as: EIDE BAILLY Service code 10 · EIN 04-5025098 | Accounting | $12,000 |
Employer contribution per participant 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 | $81,475 | $102,197-20.3% | $142,449-42.8% | $74,419+9.5% |
| Participation rate | 91.3% | 79.8%+11.4pp | 76.8%+14.5pp | 70.7%+20.6pp |
| Annual return | 17.07% | 19.73%-2.7pp | 19.99%-2.9pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,534 | $5,052-69.6% | $4,847-68.3% | $2,637-41.8% |
| Participant deferral / active EE | $9,691 | $6,304+53.7% | $6,283+54.2% | $4,528+114.0% |
| Admin fee / account holder | $285 | $186+53.2% | $10,011-97.2% | $348-18.2% |