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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,971 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,402 |
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $2,028 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,623 | $54,193-15.8% | $93,654-51.3% | $77,671-41.3% |
| Participation rate | 94.8% | 63.9%+30.8pp | 68.7%+26.1pp | 70.6%+24.2pp |
| Annual return | 6.82% | 30.54%-23.7pp | 133.34%-126.5pp | 31.21%-24.4pp |
| Employer contribution / active EE | $581 | $1,168-50.3% | $2,421-76.0% | $2,726-78.7% |
| Participant deferral / active EE | $4,587 | $3,144+45.9% | $4,413+4.0% | $4,648-1.3% |
| Admin fee / account holder | $196 | $576-66.0% | $8,282-97.6% | $430-54.6% |