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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,316 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,437 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Service code 49 · EIN 93-0987232 | Other Services | $3,347 |
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 | $67,825 | $52,884+28.3% | $84,750-20.0% | $55,167+22.9% |
| Participation rate | 86.6% | 67.5%+19.0pp | 76.6%+10.0pp | 69.0%+17.6pp |
| Annual return | 18.69% | 18.03%+0.7pp | 22.78%-4.1pp | 169.23%-150.5pp |
| Employer contribution / active EE | $552 | $2,233-75.3% | $3,574-84.6% | $1,963-71.9% |
| Participant deferral / active EE | $4,430 | $2,644+67.6% | $3,712+19.4% | $3,054+45.0% |
| Admin fee / account holder | $293 | $581-49.6% | $5,332-94.5% | $504-41.9% |