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 8-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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,300 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $7,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,481 | $40,174+43.1% | $84,015-31.6% | $67,579-14.9% |
| Participation rate | 55.3% | 62.7%-7.4pp | 69.0%-13.7pp | 71.3%-16.0pp |
| Annual return | 24.13% | 25.82%-1.7pp | 71.31%-47.2pp | 378.56%-354.4pp |
| Employer contribution / active EE | $328 | $808-59.4% | $1,983-83.5% | $2,148-84.7% |
| Participant deferral / active EE | $4,080 | $2,301+77.3% | $3,239+26.0% | $3,539+15.3% |
| Admin fee / account holder | $56 | $128-56.4% | $6,101-99.1% | $142-60.6% |