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 | $54,201 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,630 |
SA STONE WEALTH MANAGEMENT2 years Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 49 · EIN 75-2975513 | Other Services | $3,048 |
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 | $90,114 | $81,908+10.0% | $90,749-0.7% | $64,808+39.0% |
| Participation rate | 82.8% | 80.5%+2.3pp | 75.7%+7.1pp | 71.5%+11.3pp |
| Annual return | -14.36% | -12.53%-1.8pp | -12.16%-2.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,037 | $3,065-33.6% | $2,921-30.3% | $2,506-18.7% |
| Participant deferral / active EE | $3,308 | $4,840-31.7% | $4,564-27.5% | $4,310-23.3% |
| Admin fee / account holder | $88 | $157-44.2% | $8,445-99.0% | $188-53.3% |