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 CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $9,714 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,661 |
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 | $87,551 | $53,165+64.7% | $86,188+1.6% | $74,419+17.6% |
| Participation rate | 35.1% | 64.9%-29.8pp | 69.0%-33.9pp | 70.7%-35.6pp |
| Annual return | 20.08% | 22.64%-2.6pp | 1168.45%-1148.4pp | 34.38%-14.3pp |
| Employer contribution / active EE | $439 | $1,210-63.7% | $2,380-81.6% | $2,637-83.4% |
| Participant deferral / active EE | $4,680 | $3,234+44.7% | $3,985+17.4% | $4,528+3.4% |
| Admin fee / account holder | $64 | $551-88.3% | $6,852-99.1% | $348-81.5% |