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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,396 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $37,493 | $66,750-43.8% | $105,722-64.5% | $57,658-35.0% |
| Participation rate | 58.2% | 79.2%-20.9pp | 78.9%-20.7pp | 70.2%-12.0pp |
| Annual return | 142.16% | 10.99%+131.2pp | 12.25%+129.9pp | 5.13%+137.0pp |
| Employer contribution / active EE | $297 | $3,766-92.1% | $4,079-92.7% | $1,974-84.9% |
| Participant deferral / active EE | $2,965 | $4,933-39.9% | $5,326-44.3% | $3,061-3.1% |
| Admin fee / account holder | $50 | $88-43.6% | $8,308-99.4% | $95-47.6% |