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 | $83,057 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $29,633 |
BDO USA, LLP7 years Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 49 · EIN 04-2530412 | Other Services | $11,472 |
LPL FINANCIAL8+ 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.
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 | $66,470 | $46,292+43.6% | $143,757-53.8% | $64,808+2.6% |
| Participation rate | 49.0% | 64.2%-15.2pp | 80.3%-31.3pp | 71.5%-22.5pp |
| Annual return | -15.28% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $664 | $1,910-65.2% | $4,951-86.6% | $2,506-73.5% |
| Participant deferral / active EE | $2,887 | $2,646+9.1% | $5,637-48.8% | $4,310-33.0% |
| Admin fee / account holder | $234 | $154+51.9% | $14,673-98.4% | $188+24.4% |