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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $25,635 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,316 |
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 | $60,333 | $48,261+25.0% | $68,793-12.3% | $55,725+8.3% |
| Participation rate | 88.4% | 71.0%+17.4pp | 72.2%+16.2pp | 70.9%+17.6pp |
| Annual return | -5.69% | -2.61%-3.1pp | -4.63%-1.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,048 | $1,742-39.8% | $2,625-60.1% | $2,078-49.6% |
| Participant deferral / active EE | $3,810 | $2,712+40.5% | $3,311+15.1% | $3,356+13.6% |
| Admin fee / account holder | $24 | $126-81.4% | $5,131-99.5% | $115-79.6% |