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 |
|---|---|---|
Filed as: FOUNDERS FINANCIAL SEC LLC Service code 49 · EIN 20-2052994 | Other Services | $23,587 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $8,053 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,125 | $104,317-30.9% | $159,436-54.8% | $86,799-16.9% |
| Participation rate | 76.4% | 77.7%-1.3pp | 82.8%-6.4pp | 72.3%+4.2pp |
| Annual return | 16.13% | 26.32%-10.2pp | 263.57%-247.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $3,321 | $3,451-3.8% | $4,829-31.2% | $2,405+38.1% |
| Participant deferral / active EE | $7,081 | $6,837+3.6% | $7,352-3.7% | $4,131+71.4% |
| Admin fee / account holder | $11 | $172-93.3% | $10,799-99.9% | $170-93.2% |