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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,380 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,752 | $72,770-35.8% | $67,652-30.9% | $55,191-15.3% |
| Participation rate | 69.6% | 78.8%-9.2pp | 75.7%-6.0pp | 69.2%+0.5pp |
| Annual return | 0.63% | -3.26%+3.9pp | 6625.04%-6624.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $451 | $1,769-74.5% | $2,266-80.1% | $1,899-76.2% |
| Participant deferral / active EE | $2,489 | $3,408-27.0% | $3,560-30.1% | $3,046-18.3% |
| Admin fee / account holder | $25 | $79-68.2% | $4,821-99.5% | $91-72.4% |