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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,602 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $5,250 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,505 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
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 | $31,352 | $61,473-49.0% | $81,930-61.7% | $73,409-57.3% |
| Participation rate | 63.5% | 72.4%-8.9pp | 72.0%-8.5pp | 72.2%-8.7pp |
| Annual return | 26.17% | 28.26%-2.1pp | 29.49%-3.3pp | 59.29%-33.1pp |
| Employer contribution / active EE | $1,793 | $1,898-5.5% | $4,310-58.4% | $2,234-19.7% |
| Participant deferral / active EE | $3,403 | $3,080+10.5% | $7,107-52.1% | $3,805-10.6% |
| Admin fee / account holder | $102 | $125-18.6% | $5,158-98.0% | $158-35.3% |