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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,667 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,213 | $47,078-1.8% | $100,671-54.1% | $55,191-16.3% |
| Participation rate | 50.4% | 58.0%-7.6pp | 70.7%-20.3pp | 69.2%-18.7pp |
| Annual return | -0.95% | 0.65%-1.6pp | 20.43%-21.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $877 | $1,065-17.6% | $4,012-78.1% | $1,899-53.8% |
| Participant deferral / active EE | $1,917 | $2,038-5.9% | $3,144-39.0% | $3,046-37.1% |
| Admin fee / account holder | $15 | $153-90.3% | $4,850-99.7% | $91-83.6% |