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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,798 |
RYAN AND MCDONALD5 years Service code 16 · EIN 77-0583407 | Consulting | $15,200 |
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 | $38,461 | $46,219-16.8% | $89,391-57.0% | $90,288-57.4% |
| Participation rate | 39.3% | 44.9%-5.6pp | 68.0%-28.7pp | 73.4%-34.1pp |
| Annual return | 14.76% | 25.71%-11.0pp | 245.62%-230.9pp | 53.97%-39.2pp |
| Employer contribution / active EE | $572 | $953-40.0% | $2,586-77.9% | $2,524-77.4% |
| Participant deferral / active EE | $1,424 | $2,136-33.3% | $3,890-63.4% | $4,232-66.4% |
| Admin fee / account holder | $29 | $147-80.4% | $4,881-99.4% | $114-74.8% |