See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH LP Service code 27 · EIN 93-1244319 | Advisory (Plan) | $41,761 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,408 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 49 · EIN 13-2886227 | Other Services | $3,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,496 | $106,236-29.9% | $112,228-33.6% | $64,808+14.9% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.1%+16.9pp | 71.5%+20.5pp |
| Annual return | -16.61% | -6.02%-10.6pp | 27.45%-44.1pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,571 | $3,166+44.4% | $3,635+25.8% | $2,506+82.4% |
| Participant deferral / active EE | $10,530 | $3,785+178.2% | $4,728+122.7% | $4,310+144.3% |
| Admin fee / account holder | -$34 | $452-107.6% | $6,410-100.5% | $188-118.2% |