See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 · EIN 35-1151034 | Other Services | $1,288 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,041 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $45,003 | $69,362-35.1% | $101,248-55.6% | $73,488-38.8% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.1pp |
| Annual return | 14.76% | 18.46%-3.7pp | 46.47%-31.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $813 | $2,628-69.1% | $3,660-77.8% | $2,270-64.2% |
| Participant deferral / active EE | $2,424 | $3,300-26.5% | $4,370-44.5% | $3,740-35.2% |
| Admin fee / account holder | $7 | $704-99.0% | $5,945-99.9% | $513-98.6% |