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 | $107,538 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,414 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $15,197 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $147,507 | $66,310+122.5% | $93,606+57.6% | $65,185+126.3% |
| Participation rate | 89.7% | 74.0%+15.8pp | 75.8%+13.9pp | 70.2%+19.5pp |
| Annual return | 23.13% | 42.58%-19.5pp | 32.76%-9.6pp | 29.38%-6.3pp |
| Employer contribution / active EE | $867 | $2,012-56.9% | $2,718-68.1% | $2,177-60.2% |
| Participant deferral / active EE | $4,320 | $3,342+29.3% | $4,069+6.2% | $3,514+23.0% |
| Admin fee / account holder | $515 | $6,897-92.5% | $7,888-93.5% | $847-39.3% |