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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,738 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,086 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $41,897 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,907 | $46,423+151.8% | $75,886+54.1% | $67,579+73.0% |
| Participation rate | 96.7% | 63.1%+33.6pp | 69.3%+27.4pp | 71.3%+25.4pp |
| Annual return | 21.94% | 32.29%-10.4pp | 30.76%-8.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,299 | $1,406+63.5% | $2,500-8.1% | $2,148+7.0% |
| Participant deferral / active EE | $7,164 | $2,564+179.4% | $3,603+98.8% | $3,539+102.4% |
| Admin fee / account holder | $212 | $132+60.6% | $5,418-96.1% | $142+48.8% |