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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $26,463 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,059 |
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 | $27,637 | $46,173-40.1% | $170,442-83.8% | $69,631-60.3% |
| Participation rate | 62.0% | 63.9%-1.9pp | 83.6%-21.6pp | 70.7%-8.7pp |
| Annual return | 15.40% | 21.62%-6.2pp | 205.93%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $339 | $1,610-78.9% | $5,433-93.8% | $2,032-83.3% |
| Participant deferral / active EE | $1,853 | $2,080-10.9% | $4,939-62.5% | $3,224-42.5% |
| Admin fee / account holder | $33 | $116-71.2% | $13,880-99.8% | $110-69.7% |