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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,956 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,829 | $75,284-35.1% | $91,001-46.3% | $69,631-29.9% |
| Participation rate | 54.5% | 80.4%-25.9pp | 75.6%-21.2pp | 70.7%-16.2pp |
| Annual return | 16.50% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,614 | $2,473-34.7% | $2,456-34.3% | $2,032-20.6% |
| Participant deferral / active EE | $2,557 | $3,700-30.9% | $3,547-27.9% | $3,224-20.7% |
| Admin fee / account holder | $43 | $111-61.5% | $5,417-99.2% | $110-61.5% |