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 CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $31,192 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,056 | $59,584+116.6% | $86,874+48.6% | $79,386+62.6% |
| Participation rate | 83.7% | 67.7%+16.0pp | 71.6%+12.1pp | 70.7%+13.0pp |
| Annual return | 13.23% | 23.15%-9.9pp | 63.52%-50.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,394 | $1,768-21.2% | $2,495-44.2% | $2,427-42.6% |
| Participant deferral / active EE | $5,386 | $3,036+77.4% | $3,699+45.6% | $4,046+33.1% |
| Admin fee / account holder | $39 | $604-93.5% | $5,828-99.3% | $626-93.7% |