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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,621 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,500 |
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 | $71,642 | $76,670-6.6% | $96,683-25.9% | $71,457+0.3% |
| Participation rate | 77.7% | 66.6%+11.1pp | 74.3%+3.3pp | 67.9%+9.8pp |
| Annual return | 16.04% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,288 | $3,031+8.4% | $3,737-12.0% | $2,588+27.1% |
| Participant deferral / active EE | $4,241 | $3,771+12.5% | $4,878-13.1% | $4,289-1.1% |
| Admin fee / account holder | $169 | $2,028-91.7% | $6,730-97.5% | $1,587-89.4% |