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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,017 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,610 | $106,236-77.8% | $112,228-79.0% | $64,808-63.6% |
| Participation rate | 61.6% | 71.7%-10.1pp | 75.1%-13.5pp | 71.5%-9.9pp |
| Annual return | -15.62% | -6.02%-9.6pp | 27.45%-43.1pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,410 | $3,166-55.5% | $3,635-61.2% | $2,506-43.7% |
| Participant deferral / active EE | $2,301 | $3,785-39.2% | $4,728-51.3% | $4,310-46.6% |
| Admin fee / account holder | $117 | $452-74.1% | $6,410-98.2% | $188-37.6% |