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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,303 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $4,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,250 | $41,854-37.3% | $73,843-64.5% | $52,331-49.8% |
| Participation rate | 61.6% | 66.2%-4.6pp | 73.4%-11.8pp | 68.1%-6.5pp |
| Annual return | -0.09% | 2.11%-2.2pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,225 | $1,920-36.2% | $2,787-56.1% | $1,882-34.9% |
| Participant deferral / active EE | $1,132 | $2,498-54.7% | $3,583-68.4% | $3,022-62.5% |
| Admin fee / account holder | $86 | $493-82.6% | $4,880-98.2% | $592-85.5% |