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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,754 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,015 |
BREWSTER & BREWSTER, INC.4+ years Filed as: BREWSTER & BREWSTER Service code 13 · EIN 34-1842059 | Contract Administrator | $8,173 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,235 | $52,953-84.4% | $172,739-95.2% | $65,185-87.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 38.91% | 30.12%+8.8pp | 802.84%-763.9pp | 29.38%+9.5pp |
| Employer contribution / active EE | $1,097 | $2,190-49.9% | $5,143-78.7% | $2,177-49.6% |
| Participant deferral / active EE | $1,430 | $2,471-42.1% | $5,198-72.5% | $3,514-59.3% |
| Admin fee / account holder | $174 | $472-63.2% | $13,954-98.8% | $847-79.5% |