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 CORPORATION9+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $26,859 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,859 | $56,423+153.2% | $77,163+85.1% | $71,457+99.9% |
| Participation rate | 82.4% | 64.3%+18.1pp | 69.6%+12.8pp | 67.9%+14.5pp |
| Annual return | 23.99% | 19.05%+4.9pp | 37.87%-13.9pp | 28.85%-4.9pp |
| Employer contribution / active EE | $1,529 | $1,866-18.1% | $2,535-39.7% | $2,588-40.9% |
| Participant deferral / active EE | $7,092 | $3,142+125.7% | $3,833+85.0% | $4,289+65.4% |
| Admin fee / account holder | $34 | $1,429-97.7% | $5,472-99.4% | $1,587-97.9% |