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 | $87,791 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 | Other Services | $15,917 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 | Other Services | $11,554 |
LPL FINANCIAL2+ years Service code 49 · EIN 95-2834236 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $114,393 | $56,629+102.0% | $77,999+46.7% | $55,167+107.4% |
| Participation rate | 83.4% | 73.3%+10.1pp | 75.5%+7.9pp | 69.0%+14.4pp |
| Annual return | 9.17% | 2866.98%-2857.8pp | 425.96%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $672 | $1,723-61.0% | $2,470-72.8% | $1,963-65.7% |
| Participant deferral / active EE | $3,541 | $2,777+27.5% | $3,497+1.3% | $3,054+15.9% |
| Admin fee / account holder | $415 | $467-11.0% | $5,480-92.4% | $504-17.6% |