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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,155 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $6,587 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,624 | $59,263+105.2% | $96,562+26.0% | $79,386+53.2% |
| Participation rate | 73.4% | 61.9%+11.5pp | 69.8%+3.6pp | 70.7%+2.7pp |
| Annual return | 15.42% | 27.07%-11.6pp | 37.78%-22.4pp | 116.85%-101.4pp |
| Employer contribution / active EE | $754 | $1,216-38.0% | $2,356-68.0% | $2,427-68.9% |
| Participant deferral / active EE | $6,742 | $2,948+128.7% | $3,849+75.2% | $4,046+66.7% |
| Admin fee / account holder | $470 | $658-28.6% | $6,181-92.4% | $626-25.0% |