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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,593 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $3,650 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,961 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,113 | $55,790-53.2% | $76,817-66.0% | $67,579-61.4% |
| Participation rate | 64.2% | 71.1%-6.8pp | 72.1%-7.8pp | 71.3%-7.0pp |
| Annual return | 28.73% | 64.45%-35.7pp | 1166.11%-1137.4pp | 378.56%-349.8pp |
| Employer contribution / active EE | $1,848 | $1,810+2.1% | $2,302-19.7% | $2,148-14.0% |
| Participant deferral / active EE | $3,751 | $2,875+30.5% | $3,336+12.4% | $3,539+6.0% |
| Admin fee / account holder | $88 | $159-45.0% | $6,420-98.6% | $142-38.5% |