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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,032 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $4,306 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,887 | $61,473+30.0% | $81,930-2.5% | $73,409+8.8% |
| Participation rate | 87.3% | 72.4%+14.9pp | 72.0%+15.3pp | 72.2%+15.2pp |
| Annual return | 15.03% | 28.26%-13.2pp | 29.49%-14.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,424 | $1,898-25.0% | $4,310-67.0% | $2,234-36.2% |
| Participant deferral / active EE | $4,495 | $3,080+45.9% | $7,107-36.7% | $3,805+18.1% |
| Admin fee / account holder | $33 | $125-73.6% | $5,158-99.4% | $158-79.0% |