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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,430 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $22,796 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,919 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,976 | $66,457-44.4% | $81,382-54.6% | $77,643-52.4% |
| Participation rate | 65.1% | 68.7%-3.7pp | 69.5%-4.4pp | 70.6%-5.5pp |
| Annual return | 12.85% | 15.93%-3.1pp | 24.73%-11.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,129 | $2,159-1.4% | $2,463-13.6% | $2,726-21.9% |
| Participant deferral / active EE | $4,092 | $3,679+11.2% | $3,883+5.4% | $4,647-12.0% |
| Admin fee / account holder | $304 | $583-47.9% | $5,768-94.7% | $430-29.5% |