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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,185 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 27 | Advisory (Plan) | $12,344 |
METRO BENEFITS, INC.1 year Service code 13 · EIN 25-1541083 | Contract Administrator | $2,130 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,464 | $69,362+82.3% | $101,248+24.9% | $73,488+72.1% |
| Participation rate | 34.1% | 68.4%-34.3pp | 75.8%-41.8pp | 70.7%-36.6pp |
| Annual return | 16.44% | 18.46%-2.0pp | 46.47%-30.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,389 | $2,628-47.1% | $3,660-62.0% | $2,270-38.8% |
| Participant deferral / active EE | $1,676 | $3,300-49.2% | $4,370-61.6% | $3,740-55.2% |
| Admin fee / account holder | $475 | $704-32.5% | $5,945-92.0% | $513-7.4% |