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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,795 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,082 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,068 | $86,944+3.6% | $107,525-16.2% | $74,304+21.2% |
| Participation rate | 50.9% | 59.6%-8.7pp | 75.1%-24.2pp | 60.3%-9.5pp |
| Annual return | 10.93% | 23.52%-12.6pp | 181.32%-170.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $763 | $2,757-72.3% | $3,754-79.7% | $2,241-66.0% |
| Participant deferral / active EE | $2,813 | $3,554-20.8% | $5,116-45.0% | $3,767-25.3% |
| Admin fee / account holder | $276 | $3,727-92.6% | $8,919-96.9% | $2,969-90.7% |