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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,522 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,855 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $35,762 | $55,449-35.5% | $83,848-57.3% | $56,287-36.5% |
| Participation rate | 90.2% | 68.0%+22.2pp | 76.1%+14.0pp | 69.9%+20.3pp |
| Annual return | -5.83% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,496 | $2,935-15.0% | $4,082-38.9% | $3,350-25.5% |
| Admin fee / account holder | $321 | $656-51.0% | $5,478-94.1% | $521-38.3% |