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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,304 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $583 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 PO BOX 2239 · FORT WAYNE, IN 46802 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,919 | $62,928-68.3% | $172,739-88.5% | $67,579-70.5% |
| Participation rate | 93.7% | 64.5%+29.2pp | 82.6%+11.0pp | 71.3%+22.4pp |
| Annual return | 22.33% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $318 | $1,636-80.5% | $5,143-93.8% | $2,148-85.2% |
| Participant deferral / active EE | $2,240 | $2,145+4.4% | $5,198-56.9% | $3,539-36.7% |
| Admin fee / account holder | $21 | $167-87.2% | $13,954-99.8% | $142-85.0% |