See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,051 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY US, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,640 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,765 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 53.4%-53.4pp | 17.1%-17.1pp |
| Annual return | 2.79% | 9.82%-7.0pp | 6.25%-3.5pp | 9.82%-7.0pp |
| Employer contribution / active EE | $3,235 | $13,587-76.2% | $26,962-88.0% | $13,587-76.2% |
| Participant deferral / active EE | $0 | $81-100.0% | $517-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |