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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,094 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $9,550 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,059 |
Filed as: WILSHIRE ADVISORS LLC 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 | $33,146 | $56,503-41.3% | $70,092-52.7% | $64,808-48.9% |
| Participation rate | 60.2% | 70.5%-10.2pp | 70.5%-10.2pp | 71.5%-11.2pp |
| Annual return | -15.07% | -13.44%-1.6pp | 190.73%-205.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,052 | $2,046+0.3% | $2,559-19.8% | $2,506-18.1% |
| Participant deferral / active EE | $4,024 | $3,389+18.7% | $3,849+4.5% | $4,310-6.7% |
| Admin fee / account holder | $66 | $160-59.1% | $6,267-99.0% | $188-65.1% |