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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,480 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $3,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,064 | $36,916-26.7% | $156,549-82.7% | $57,658-53.1% |
| Participation rate | 55.9% | 63.4%-7.6pp | 84.0%-28.1pp | 70.2%-14.4pp |
| Annual return | 189.00% | 12.38%+176.6pp | 32.23%+156.8pp | 5.13%+183.9pp |
| Employer contribution / active EE | $268 | $1,571-82.9% | $5,501-95.1% | $1,974-86.4% |
| Participant deferral / active EE | $1,523 | $1,926-20.9% | $4,871-68.7% | $3,061-50.2% |
| Admin fee / account holder | $34 | $82-58.6% | $13,027-99.7% | $95-63.9% |