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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,740 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $3,860 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,020 | $55,790+25.5% | $76,817-8.8% | $67,579+3.6% |
| Participation rate | 87.7% | 71.1%+16.7pp | 72.1%+15.7pp | 71.3%+16.5pp |
| Annual return | 24.07% | 64.45%-40.4pp | 1166.11%-1142.0pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,261 | $1,810-30.4% | $2,302-45.2% | $2,148-41.3% |
| Participant deferral / active EE | $3,980 | $2,875+38.4% | $3,336+19.3% | $3,539+12.4% |
| Admin fee / account holder | $16 | $159-89.7% | $6,420-99.7% | $142-88.4% |