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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,908 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,976 |
SA STONE WEALTH MANAGEMENT4 years Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 49 · EIN 75-2975513 | Other Services | $3,281 |
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 | $103,991 | $92,055+13.0% | $106,213-2.1% | $77,643+33.9% |
| Participation rate | 83.7% | 81.0%+2.7pp | 75.3%+8.4pp | 70.6%+13.1pp |
| Annual return | 12.65% | 17.91%-5.3pp | 116.14%-103.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,155 | $3,367-36.0% | $3,171-32.1% | $2,726-21.0% |
| Participant deferral / active EE | $3,322 | $5,386-38.3% | $5,016-33.8% | $4,647-28.5% |
| Admin fee / account holder | $54 | $219-75.2% | $11,033-99.5% | $430-87.4% |