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 | $92,590 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $25,004 |
BDO USA, LLP8 years Service code 10 · EIN 13-5381590 | Accounting | $20,500 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 49 · EIN 04-2530412 | Other Services | $10,397 |
LPL FINANCIAL9+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,530 | $47,126+51.8% | $149,673-52.2% | $74,419-3.9% |
| Participation rate | 43.9% | 63.4%-19.5pp | 78.8%-34.9pp | 70.7%-26.8pp |
| Annual return | 10.08% | 22.75%-12.7pp | 134.42%-124.3pp | 34.38%-24.3pp |
| Employer contribution / active EE | $560 | $1,905-70.6% | $4,818-88.4% | $2,637-78.8% |
| Participant deferral / active EE | $2,493 | $2,728-8.6% | $5,680-56.1% | $4,528-44.9% |
| Admin fee / account holder | $409 | $343+19.5% | $13,210-96.9% | $348+17.7% |