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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,284 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 PO BOX 856577 · MINNEAPOLIS, MN 55485 | Consulting | $27,159 |
BERRY DUNN1 year Service code 10 · EIN 01-0523282 PO BOX 1100 · PORTLAND, ME 04104 | Accounting | $18,200 |
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 | $52,974 | $47,126+12.4% | $149,673-64.6% | $74,419-28.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 14.18% | 22.75%-8.6pp | 134.42%-120.2pp | 34.38%-20.2pp |
| Employer contribution / active EE | $902 | $1,905-52.7% | $4,818-81.3% | $2,637-65.8% |
| Participant deferral / active EE | $3,246 | $2,728+19.0% | $5,680-42.9% | $4,528-28.3% |
| Admin fee / account holder | $218 | $343-36.4% | $13,210-98.4% | $348-37.4% |