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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,259 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,676 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 | Contract Administrator | $1,355 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,355 | $77,660+67.9% | $109,143+19.4% | $79,386+64.2% |
| Participation rate | 37.5% | 67.8%-30.3pp | 75.9%-38.4pp | 70.7%-33.2pp |
| Annual return | 11.98% | 23.44%-11.5pp | 25.75%-13.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,149 | $2,797-58.9% | $3,722-69.1% | $2,427-52.7% |
| Participant deferral / active EE | $1,553 | $3,518-55.9% | $4,653-66.6% | $4,046-61.6% |
| Admin fee / account holder | $490 | $732-33.0% | $6,752-92.7% | $626-21.7% |