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 FINANCIAL10+ years Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $16,846 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,698 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,097 | $59,417+51.6% | $93,606-3.7% | $74,495+20.9% |
| Participation rate | 80.7% | 59.7%+21.0pp | 68.7%+12.0pp | 67.2%+13.5pp |
| Annual return | 10.77% | 81.83%-71.1pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,362 | $1,264+87.0% | $2,420-2.4% | $2,623-9.9% |
| Participant deferral / active EE | $6,695 | $3,050+119.5% | $4,411+51.8% | $4,346+54.0% |
| Admin fee / account holder | $49 | $3,021-98.4% | $8,285-99.4% | $1,942-97.5% |