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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,389 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,890 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,115 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,714 | $84,556-48.3% | $116,228-62.4% | $74,304-41.2% |
| Participation rate | 82.2% | 66.0%+16.1pp | 74.6%+7.6pp | 60.3%+21.8pp |
| Annual return | 12.88% | 18.35%-5.5pp | 90.06%-77.2pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,462 | $2,168-32.5% | $2,994-51.2% | $2,241-34.8% |
| Participant deferral / active EE | $2,876 | $3,814-24.6% | $4,953-41.9% | $3,767-23.7% |
| Admin fee / account holder | $295 | $3,792-92.2% | $11,989-97.5% | $2,969-90.1% |