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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,069 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $31,079 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,850 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,850 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $11,512 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN SUPERCONDUCTOR Service code 10 · EIN 04-2959321 | Accounting | $8,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,026 | $84,936+135.5% | $111,297+79.7% | $79,386+152.0% |
| Participation rate | 79.3% | 75.9%+3.4pp | 77.3%+1.9pp | 70.7%+8.5pp |
| Annual return | 15.66% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,469 | $1,979+24.7% | $2,731-9.6% | $2,427+1.7% |
| Participant deferral / active EE | $9,307 | $3,888+139.4% | $4,487+107.4% | $4,046+130.1% |
| Admin fee / account holder | $302 | $537-43.7% | $7,964-96.2% | $626-51.7% |