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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,192 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,288 |
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 | $32,720 | $76,670-57.3% | $96,683-66.2% | $71,457-54.2% |
| Participation rate | 64.3% | 66.6%-2.3pp | 74.3%-10.1pp | 67.9%-3.6pp |
| Annual return | 14.58% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,656 | $3,031-45.4% | $3,737-55.7% | $2,588-36.0% |
| Participant deferral / active EE | $2,745 | $3,771-27.2% | $4,878-43.7% | $4,289-36.0% |
| Admin fee / account holder | $150 | $2,028-92.6% | $6,730-97.8% | $1,587-90.6% |