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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,524 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,748 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SPECIALISTS LTD Service code 49 | Other Services | $7,408 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SPECIALISTS Service code 49 · EIN 36-3592542 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,342 | $91,621-69.1% | $67,511-58.0% | $77,671-63.5% |
| Participation rate | 29.8% | 76.0%-46.2pp | 72.9%-43.1pp | 70.6%-40.8pp |
| Annual return | 17.62% | 14.87%+2.7pp | 3517.41%-3499.8pp | 31.21%-13.6pp |
| Employer contribution / active EE | $732 | $3,184-77.0% | $2,733-73.2% | $2,726-73.2% |
| Participant deferral / active EE | $1,314 | $3,906-66.4% | $4,000-67.1% | $4,648-71.7% |
| Admin fee / account holder | $244 | $176+38.6% | $3,999-93.9% | $430-43.2% |