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 | $21,960 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 27 | Advisory (Plan) | $11,028 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,504 | $51,197-52.1% | $82,719-70.4% | $66,914-63.4% |
| Participation rate | 35.6% | 67.8%-32.2pp | 72.6%-36.9pp | 69.8%-34.2pp |
| Annual return | -14.87% | -9.64%-5.2pp | 701.18%-716.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $267 | $2,611-89.8% | $3,009-91.1% | $2,544-89.5% |
| Participant deferral / active EE | $1,417 | $3,458-59.0% | $4,395-67.8% | $4,237-66.6% |
| Admin fee / account holder | $239 | $416-42.6% | $5,329-95.5% | $593-59.8% |