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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,547 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,671 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,645 | $65,061-56.0% | $143,757-80.1% | $66,914-57.2% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -18.24% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,287 | $2,361-45.5% | $4,951-74.0% | $2,544-49.4% |
| Participant deferral / active EE | $1,955 | $2,919-33.0% | $5,637-65.3% | $4,237-53.9% |
| Admin fee / account holder | $21 | $502-95.7% | $14,673-99.9% | $593-96.4% |