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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 1300 RTE 73 SUITE 201, · MOUNT LAUREL, NJ 08054 | Other Services | $7,240 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $3,351 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 PRINCIPAL LIFE INSURANCE · DES MOINES, IA 50392 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,500 | $48,277-55.5% | $63,517-66.2% | $55,191-61.0% |
| Participation rate | 38.4% | 69.4%-30.9pp | 71.0%-32.6pp | 69.2%-30.7pp |
| Annual return | 20.02% | 2.37%+17.6pp | -70.30%+90.3pp | 10.78%+9.2pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,233 | $2,432-49.3% | $2,953-58.2% | $3,046-59.5% |
| Admin fee / account holder | $113 | $86+31.2% | $5,892-98.1% | $91+24.3% |