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 | $14,634 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,082 | $69,362-63.8% | $101,248-75.2% | $73,488-65.9% |
| Participation rate | 53.3% | 68.4%-15.1pp | 75.8%-22.6pp | 70.7%-17.4pp |
| Annual return | 12.08% | 18.46%-6.4pp | 46.47%-34.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $833 | $2,628-68.3% | $3,660-77.2% | $2,270-63.3% |
| Participant deferral / active EE | $1,698 | $3,300-48.5% | $4,370-61.1% | $3,740-54.6% |
| Admin fee / account holder | $103 | $704-85.4% | $5,945-98.3% | $513-79.9% |