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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $27,972 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,340 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $17,000 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 49 · EIN 04-2530412 | Other Services | $11,460 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,838 | $52,293+29.7% | $178,490-62.0% | $73,409-7.6% |
| Participation rate | 47.7% | 65.3%-17.7pp | 81.9%-34.3pp | 72.2%-24.5pp |
| Annual return | 13.00% | 34.75%-21.7pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $556 | $1,735-68.0% | $5,011-88.9% | $2,234-75.1% |
| Participant deferral / active EE | $2,321 | $2,332-0.5% | $5,202-55.4% | $3,805-39.0% |
| Admin fee / account holder | $78 | $127-38.6% | $13,984-99.4% | $158-50.5% |