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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,918 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,264 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,425 | $80,753-9.1% | $136,294-46.1% | $62,292+17.9% |
| Participation rate | 68.3% | 73.5%-5.2pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 19.92% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,393 | $2,884-17.0% | $4,695-49.0% | $2,042+17.2% |
| Participant deferral / active EE | $5,601 | $5,164+8.5% | $6,247-10.3% | $3,169+76.7% |
| Admin fee / account holder | $290 | $525-44.8% | $9,243-96.9% | $479-39.5% |