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 FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP Service code 13 · EIN 04-3046611 | Contract Administrator | $34,160 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,894 | $62,267-37.5% | $110,238-64.7% | $55,725-30.2% |
| Participation rate | 88.4% | 78.1%+10.3pp | 79.8%+8.6pp | 70.9%+17.6pp |
| Annual return | 23.41% | -1.07%+24.5pp | 314.74%-291.3pp | 244.93%-221.5pp |
| Employer contribution / active EE | $1,361 | $1,941-29.9% | $3,826-64.4% | $2,078-34.5% |
| Participant deferral / active EE | $4,088 | $3,516+16.3% | $4,672-12.5% | $3,356+21.8% |
| Admin fee / account holder | $68 | $121-43.9% | $8,547-99.2% | $115-41.1% |