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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,307 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,722 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,505 | $73,360-54.3% | $177,989-81.2% | $74,495-55.0% |
| Participation rate | 61.1% | 66.6%-5.6pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | 7.04% | 17.49%-10.4pp | 294.48%-287.4pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $535 | $2,216-75.9% | $3,949-86.4% | $2,623-79.6% |
| Participant deferral / active EE | $2,321 | $4,513-48.6% | $6,276-63.0% | $4,346-46.6% |
| Admin fee / account holder | $314 | $1,808-82.6% | $10,363-97.0% | $1,942-83.8% |