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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,528 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,209 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,621 | $36,916-65.8% | $156,549-91.9% | $57,658-78.1% |
| Participation rate | 99.3% | 63.4%+35.8pp | 84.0%+15.3pp | 70.2%+29.0pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,225 | $1,571-22.0% | $5,501-77.7% | $1,974-37.9% |
| Participant deferral / active EE | $1,115 | $1,926-42.1% | $4,871-77.1% | $3,061-63.6% |
| Admin fee / account holder | $93 | $82+12.8% | $13,027-99.3% | $95-1.5% |