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 | $37,438 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,079 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $7,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $234,764 | $86,929+170.1% | $102,423+129.2% | $80,856+190.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.85% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $7,370 | $2,369+211.1% | $3,023+143.8% | $2,755+167.5% |
| Participant deferral / active EE | $8,564 | $4,118+107.9% | $5,053+69.5% | $4,296+99.3% |
| Admin fee / account holder | $355 | $8,049-95.6% | $9,451-96.2% | $6,918-94.9% |