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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,040 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $35,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,914 | $89,282-16.1% | $94,646-20.8% | $74,419+0.7% |
| Participation rate | 88.8% | 82.4%+6.4pp | 80.8%+8.0pp | 70.7%+18.1pp |
| Annual return | 19.10% | 25.96%-6.9pp | 156.71%-137.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,567 | $8,425+1.7% | $7,418+15.5% | $4,528+89.2% |
| Admin fee / account holder | $275 | $219+25.8% | $7,231-96.2% | $348-20.9% |