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 CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $26,975 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,963 |
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 | $112,351 | $50,199+123.8% | $70,092+60.3% | $66,914+67.9% |
| Participation rate | 82.9% | 66.3%+16.6pp | 70.5%+12.5pp | 69.8%+13.1pp |
| Annual return | -14.63% | -13.85%-0.8pp | 190.73%-205.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,479 | $1,864-20.7% | $2,559-42.2% | $2,544-41.9% |
| Participant deferral / active EE | $5,933 | $3,112+90.6% | $3,849+54.2% | $4,237+40.0% |
| Admin fee / account holder | $42 | $600-93.0% | $6,267-99.3% | $593-93.0% |