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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,853 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $14,548 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $36,162 | $65,376-44.7% | $87,100-58.5% | $65,185-44.5% |
| Participation rate | 95.6% | 75.3%+20.2pp | 76.9%+18.7pp | 70.2%+25.4pp |
| Annual return | 18.86% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $521 | $1,822-71.4% | $2,521-79.3% | $2,177-76.0% |
| Participant deferral / active EE | $3,051 | $3,388-10.0% | $4,049-24.6% | $3,514-13.2% |
| Admin fee / account holder | $283 | $520-45.6% | $7,497-96.2% | $847-66.6% |