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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,965 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $7,600 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 49 · EIN 95-2834236 | Other Services | $2,687 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,798 | $66,528-43.2% | $86,874-56.5% | $86,799-56.5% |
| Participation rate | 61.1% | 72.4%-11.3pp | 71.6%-10.6pp | 72.3%-11.2pp |
| Annual return | 22.66% | 19.56%+3.1pp | 63.52%-40.9pp | 97.91%-75.2pp |
| Employer contribution / active EE | $1,838 | $2,007-8.4% | $2,495-26.4% | $2,405-23.6% |
| Participant deferral / active EE | $3,636 | $3,240+12.2% | $3,699-1.7% | $4,131-12.0% |
| Admin fee / account holder | $83 | $148-43.9% | $5,828-98.6% | $170-51.0% |