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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,159 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $36,250 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,805 | $46,292-24.8% | $143,757-75.8% | $64,808-46.3% |
| Participation rate | 68.4% | 64.2%+4.2pp | 80.3%-11.9pp | 71.5%-3.0pp |
| Annual return | -12.96% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,641 | $1,910-14.1% | $4,951-66.9% | $2,506-34.5% |
| Participant deferral / active EE | $2,133 | $2,646-19.4% | $5,637-62.2% | $4,310-50.5% |
| Admin fee / account holder | $138 | $154-10.0% | $14,673-99.1% | $188-26.3% |