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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,400 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,571 |
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 | $51,316 | $49,915+2.8% | $154,803-66.9% | $74,304-30.9% |
| Participation rate | 53.7% | 54.0%-0.3pp | 78.1%-24.4pp | 60.3%-6.7pp |
| Annual return | 15.99% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,446 | $1,611-10.3% | $4,305-66.4% | $2,241-35.5% |
| Participant deferral / active EE | $1,820 | $2,255-19.3% | $5,540-67.2% | $3,767-51.7% |
| Admin fee / account holder | $15 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |