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 | $38,007 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $31,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,748 | $82,202-24.9% | $125,339-50.7% | $64,808-4.7% |
| Participation rate | 80.6% | 77.9%+2.7pp | 82.4%-1.8pp | 71.5%+9.1pp |
| Annual return | -12.91% | 3.48%-16.4pp | 572.05%-585.0pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,378 | $3,615-6.6% | $4,814-29.8% | $2,506+34.8% |
| Participant deferral / active EE | $7,060 | $7,175-1.6% | $7,446-5.2% | $4,310+63.8% |
| Admin fee / account holder | $220 | $163+34.7% | $10,010-97.8% | $188+17.1% |