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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,199 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,513 |
THE RETIREMENT ADVANTAGE INC4 years Service code 49 · EIN 39-1816008 | Other Services | $14,951 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,714 | $70,908+154.9% | $98,907+82.7% | $73,488+145.9% |
| Participation rate | 87.3% | 73.8%+13.6pp | 76.0%+11.3pp | 70.7%+16.6pp |
| Annual return | 14.75% | 34.17%-19.4pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $831 | $2,036-59.2% | $2,689-69.1% | $2,270-63.4% |
| Participant deferral / active EE | $3,911 | $3,500+11.7% | $4,244-7.9% | $3,740+4.6% |
| Admin fee / account holder | $542 | $535+1.4% | $6,642-91.8% | $513+5.7% |