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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $6,115 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,441 |
LPL FINANCIAL2 years Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES, INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,696 | $80,753-59.5% | $136,294-76.0% | $62,292-47.5% |
| Participation rate | 30.5% | 73.5%-43.0pp | 81.9%-51.4pp | 69.5%-39.0pp |
| Annual return | 18.35% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,014 | $2,884-64.8% | $4,695-78.4% | $2,042-50.3% |
| Participant deferral / active EE | $1,711 | $5,164-66.9% | $6,247-72.6% | $3,169-46.0% |
| Admin fee / account holder | $69 | $525-86.9% | $9,243-99.3% | $479-85.6% |