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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,059 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $5,303 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,989 | $66,528+36.8% | $86,874+4.7% | $86,799+4.8% |
| Participation rate | 89.3% | 72.4%+16.9pp | 71.6%+17.6pp | 72.3%+17.0pp |
| Annual return | 15.13% | 19.56%-4.4pp | 63.52%-48.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,488 | $2,007-25.9% | $2,495-40.4% | $2,405-38.2% |
| Participant deferral / active EE | $4,908 | $3,240+51.5% | $3,699+32.7% | $4,131+18.8% |
| Admin fee / account holder | $23 | $148-84.7% | $5,828-99.6% | $170-86.7% |