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 | $111,411 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $69,858 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $107,778 | $63,905+68.7% | $74,183+45.3% | $57,658+86.9% |
| Participation rate | 78.4% | 79.8%-1.3pp | 76.6%+1.8pp | 70.2%+8.2pp |
| Annual return | 9.02% | 60.60%-51.6pp | 17.74%-8.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,893 | $1,840+2.9% | $2,370-20.1% | $1,974-4.1% |
| Participant deferral / active EE | $9,783 | $3,448+183.7% | $3,550+175.6% | $3,061+219.7% |
| Admin fee / account holder | $308 | $91+237.9% | $5,586-94.5% | $95+225.6% |