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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,590 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,822 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,888 | $46,292-52.7% | $143,757-84.8% | $64,808-66.2% |
| Participation rate | 36.7% | 64.2%-27.5pp | 80.3%-43.6pp | 71.5%-34.7pp |
| Annual return | -17.28% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $442 | $1,910-76.9% | $4,951-91.1% | $2,506-82.4% |
| Participant deferral / active EE | $1,004 | $2,646-62.0% | $5,637-82.2% | $4,310-76.7% |
| Admin fee / account holder | $107 | $154-30.7% | $14,673-99.3% | $188-43.2% |