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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $9,924 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,218 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,255 | $49,451+46.1% | $79,550-9.2% | $66,914+8.0% |
| Participation rate | 47.4% | 61.3%-13.9pp | 69.5%-22.1pp | 69.8%-22.4pp |
| Annual return | -17.80% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $631 | $1,266-50.2% | $2,413-73.9% | $2,544-75.2% |
| Participant deferral / active EE | $7,356 | $3,159+132.9% | $3,985+84.6% | $4,237+73.6% |
| Admin fee / account holder | $62 | $595-89.6% | $6,832-99.1% | $593-89.5% |