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 10-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,442 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 49 · EIN 23-1702591 | Other Services | $8,922 |
Filed as: WILSHIRE ADVISORS LLC 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.
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 | $65,067 | $72,607-10.4% | $90,749-28.3% | $66,914-2.8% |
| Participation rate | 32.2% | 73.7%-41.5pp | 75.7%-43.5pp | 69.8%-37.6pp |
| Annual return | -14.85% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $720 | $2,369-69.6% | $2,921-75.3% | $2,544-71.7% |
| Participant deferral / active EE | $1,349 | $3,977-66.1% | $4,564-70.4% | $4,237-68.2% |
| Admin fee / account holder | $536 | $707-24.2% | $8,445-93.7% | $593-9.7% |