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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,940 |
RYAN AND MCDONALD4 years Service code 16 · EIN 77-0583407 | Consulting | $5,600 |
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 | $34,741 | $41,617-16.5% | $84,611-58.9% | $77,787-55.3% |
| Participation rate | 38.1% | 45.0%-7.0pp | 68.2%-30.2pp | 73.2%-35.2pp |
| Annual return | 21.90% | 24.97%-3.1pp | 258.74%-236.8pp | 32.57%-10.7pp |
| Employer contribution / active EE | $571 | $1,061-46.2% | $2,652-78.5% | $2,504-77.2% |
| Participant deferral / active EE | $1,429 | $2,129-32.9% | $3,899-63.4% | $3,967-64.0% |
| Admin fee / account holder | $22 | $121-81.5% | $4,912-99.5% | $100-77.7% |