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 | $30,121 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 49 · EIN 95-2834236 | Other Services | $15,742 |
SA STONE WEALTH MANAGEMENT3 years Filed as: SA STONE WEALTH MANAGEMENT INC Service code 49 · EIN 75-2975513 | Other Services | $2,721 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,374 | $85,135+23.8% | $98,907+6.5% | $73,409+43.5% |
| Participation rate | 82.1% | 81.1%+1.0pp | 76.0%+6.1pp | 72.2%+9.9pp |
| Annual return | 12.38% | 19.14%-6.8pp | 196.43%-184.1pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,920 | $2,721-29.4% | $2,689-28.6% | $2,234-14.1% |
| Participant deferral / active EE | $3,299 | $4,349-24.2% | $4,244-22.3% | $3,805-13.3% |
| Admin fee / account holder | $49 | $139-64.7% | $6,642-99.3% | $158-68.8% |