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 CORPORATION2 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $50,551 |
COMPASS 360, LLC2 years Service code 14 · EIN 81-1939215 118 PORTSMOUTH AVE ST A2 · STRATHAM, NH 03885 | Plan Administrator | $13,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,210 | $91,190+47.2% | $178,490-24.8% | $79,858+68.1% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 16.64% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,958 | $3,236+53.2% | $5,202-4.7% | $3,740+32.6% |
| Admin fee / account holder | $488 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |