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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $110,633 |
RSM US LLP1 year Service code 27 · EIN 42-0714325 | Advisory (Plan) | $22,119 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $20,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $62,928-63.5% | $172,739-86.7% | $67,579-66.0% |
| Participation rate | 71.8% | 64.5%+7.3pp | 82.6%-10.9pp | 71.3%+0.5pp |
| Annual return | 18.13% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $409 | $1,636-75.0% | $5,143-92.0% | $2,148-80.9% |
| Participant deferral / active EE | $2,676 | $2,145+24.8% | $5,198-48.5% | $3,539-24.4% |
| Admin fee / account holder | $390 | $167+133.9% | $13,954-97.2% | $142+173.9% |