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 | $27,972 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,563 |
SA STONE WEALTH MANAGEMENT3 years Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 49 · EIN 75-2975513 | Other Services | $2,864 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,690 | $84,784+15.2% | $98,439-0.8% | $74,419+31.3% |
| Participation rate | 79.7% | 81.5%-1.8pp | 75.2%+4.6pp | 70.7%+9.0pp |
| Annual return | 14.81% | 20.59%-5.8pp | 21.16%-6.4pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,031 | $3,364-39.6% | $3,048-33.4% | $2,637-23.0% |
| Participant deferral / active EE | $3,123 | $5,218-40.2% | $4,738-34.1% | $4,528-31.0% |
| Admin fee / account holder | $45 | $204-78.1% | $8,948-99.5% | $348-87.2% |