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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 · EIN 35-1151034 | Other Services | $27,320 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,624 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,991 | $54,590+116.1% | $81,930+44.0% | $73,488+60.6% |
| Participation rate | 86.5% | 68.3%+18.2pp | 72.0%+14.5pp | 70.7%+15.8pp |
| Annual return | 10.98% | 17.74%-6.8pp | 29.49%-18.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,186 | $1,636-27.5% | $4,310-72.5% | $2,270-47.7% |
| Participant deferral / active EE | $4,846 | $2,759+75.6% | $7,107-31.8% | $3,740+29.6% |
| Admin fee / account holder | $44 | $592-92.6% | $5,158-99.2% | $513-91.5% |