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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,733 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,515 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $13,498 |
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 | $28,342 | $56,443-49.8% | $83,848-66.2% | $55,725-49.1% |
| Participation rate | 96.7% | 72.0%+24.6pp | 76.1%+20.5pp | 70.9%+25.8pp |
| Annual return | -5.05% | 393.67%-398.7pp | 850.88%-855.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $864 | $2,682-67.8% | $3,631-76.2% | $2,078-58.4% |
| Participant deferral / active EE | $3,795 | $2,965+28.0% | $4,082-7.0% | $3,356+13.1% |
| Admin fee / account holder | $156 | $156-0.5% | $5,478-97.2% | $115+35.0% |