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 8-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,113 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,086 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,211 | $46,966-86.8% | $185,117-96.6% | $69,631-91.1% |
| Participation rate | 86.4% | 65.3%+21.1pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 0.00% | 22.36%-22.4pp | 40.50%-40.5pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $848 | $1,360-37.7% | $4,182-79.7% | $2,032-58.3% |
| Participant deferral / active EE | $1,622 | $3,017-46.2% | $5,045-67.9% | $3,224-49.7% |
| Admin fee / account holder | $70 | $94-25.2% | $8,159-99.1% | $110-36.4% |