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 FINANCIAL3 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,770 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $7,297 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,097 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,406 | $55,449+52.2% | $83,848+0.7% | $56,287+50.0% |
| Participation rate | 89.7% | 68.0%+21.7pp | 76.1%+13.6pp | 69.9%+19.9pp |
| Annual return | -3.93% | -1.38%-2.6pp | 850.88%-854.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,916 | $2,430-21.1% | $3,631-47.2% | $2,111-9.2% |
| Participant deferral / active EE | $6,619 | $2,935+125.5% | $4,082+62.2% | $3,350+97.6% |
| Admin fee / account holder | $383 | $656-41.6% | $5,478-93.0% | $521-26.4% |