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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,002 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,069 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,994 | $58,879-54.2% | $178,490-84.9% | $73,488-63.3% |
| Participation rate | 65.3% | 66.2%-0.9pp | 81.9%-16.6pp | 70.7%-5.3pp |
| Annual return | 13.83% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $920 | $2,236-58.9% | $5,011-81.6% | $2,270-59.5% |
| Participant deferral / active EE | $1,394 | $2,567-45.7% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $14 | $400-96.4% | $13,984-99.9% | $513-97.2% |