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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,437 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 49 · EIN 23-1702591 | Other Services | $8,264 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,712 | $93,131-31.6% | $106,548-40.2% | $86,799-26.6% |
| Participation rate | 13.8% | 81.4%-67.7pp | 76.1%-62.4pp | 72.3%-58.5pp |
| Annual return | 21.43% | 19.45%+2.0pp | 26.80%-5.4pp | 97.91%-76.5pp |
| Employer contribution / active EE | $213 | $2,895-92.7% | $2,819-92.5% | $2,405-91.2% |
| Participant deferral / active EE | $399 | $4,708-91.5% | $4,398-90.9% | $4,131-90.3% |
| Admin fee / account holder | $468 | $145+222.5% | $7,407-93.7% | $170+176.0% |