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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,193 |
401(K) ADVISORS INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,184 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,894 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $1,131 |
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).
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 | $17,289 | $38,365-54.9% | $84,611-79.6% | $65,185-73.5% |
| Participation rate | 52.6% | 55.7%-3.1pp | 68.2%-15.6pp | 70.2%-17.6pp |
| Annual return | 47.35% | 32.00%+15.4pp | 258.74%-211.4pp | 29.38%+18.0pp |
| Employer contribution / active EE | $1,283 | $1,258+1.9% | $2,652-51.6% | $2,177-41.1% |
| Participant deferral / active EE | $1,815 | $2,278-20.4% | $3,899-53.5% | $3,514-48.4% |
| Admin fee / account holder | $220 | $451-51.4% | $4,912-95.5% | $847-74.1% |