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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $17,581 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,857 | $46,072+73.3% | $70,014+14.1% | $55,167+44.8% |
| Participation rate | 84.7% | 67.5%+17.2pp | 71.8%+12.8pp | 69.0%+15.7pp |
| Annual return | 6.03% | 8.68%-2.6pp | 12.99%-7.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,215 | $1,500-19.0% | $2,338-48.1% | $1,963-38.1% |
| Participant deferral / active EE | $4,413 | $2,344+88.3% | $2,931+50.6% | $3,054+44.5% |
| Admin fee / account holder | $50 | $428-88.3% | $4,380-98.9% | $504-90.1% |