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 CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $25,354 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,256 |
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 | $82,431 | $50,666+62.7% | $76,817+7.3% | $65,185+26.5% |
| Participation rate | 89.7% | 68.8%+20.9pp | 72.1%+17.6pp | 70.2%+19.5pp |
| Annual return | 19.13% | 28.51%-9.4pp | 1166.11%-1147.0pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,144 | $1,575-27.4% | $2,302-50.3% | $2,177-47.5% |
| Participant deferral / active EE | $4,273 | $2,647+61.5% | $3,336+28.1% | $3,514+21.6% |
| Admin fee / account holder | $43 | $463-90.6% | $6,420-99.3% | $847-94.9% |