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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,472 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,566 |
Filed as: WILSHIRE ADVISORS LLC 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 | $36,139 | $61,272-41.0% | $149,673-75.9% | $71,457-49.4% |
| Participation rate | 63.3% | 62.5%+0.8pp | 78.8%-15.5pp | 67.9%-4.6pp |
| Annual return | 18.29% | 35.85%-17.6pp | 134.42%-116.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,341 | $2,378-43.6% | $4,818-72.2% | $2,588-48.2% |
| Participant deferral / active EE | $1,940 | $2,917-33.5% | $5,680-65.8% | $4,289-54.8% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |