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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,077 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $5,076 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,213 | $51,769-59.0% | $57,343-63.0% | $52,331-59.5% |
| Participation rate | 82.3% | 75.2%+7.1pp | 75.1%+7.2pp | 68.1%+14.2pp |
| Annual return | -0.38% | 2.43%-2.8pp | 24.39%-24.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $686 | $2,335-70.6% | $2,689-74.5% | $1,882-63.5% |
| Participant deferral / active EE | $1,698 | $2,794-39.2% | $3,162-46.3% | $3,022-43.8% |
| Admin fee / account holder | $98 | $295-66.7% | $3,356-97.1% | $592-83.4% |