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 | $218,434 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $110,402 |
Service code 14 · EIN 94-2894112 | Plan Administrator | $9,711 |
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 | $119,900 | $44,764+167.8% | $68,791+74.3% | $64,808+85.0% |
| Participation rate | 93.4% | 64.8%+28.6pp | 69.0%+24.3pp | 71.5%+21.9pp |
| Annual return | -17.97% | -10.91%-7.1pp | -6.38%-11.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $2,105 | $1,775+18.5% | $2,655-20.7% | $2,506-16.0% |
| Participant deferral / active EE | $7,423 | $3,238+129.3% | $3,941+88.3% | $4,310+72.2% |
| Admin fee / account holder | $251 | $151+65.7% | $4,932-94.9% | $188+33.5% |