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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,514 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $15,600 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,612 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,917 | $69,823-42.8% | $77,163-48.3% | $74,419-46.4% |
| Participation rate | 57.4% | 70.0%-12.6pp | 69.6%-12.2pp | 70.7%-13.3pp |
| Annual return | 22.23% | 19.98%+2.3pp | 37.87%-15.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,798 | $2,150-16.4% | $2,535-29.1% | $2,637-31.8% |
| Participant deferral / active EE | $3,650 | $3,558+2.6% | $3,833-4.8% | $4,528-19.4% |
| Admin fee / account holder | $116 | $398-70.7% | $5,472-97.9% | $348-66.5% |