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 Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $85,473 |
HILB GROUP4 years Service code 15 · EIN 47-4324398 2000 CHAPEL VIEW BLVD. · CRANSTON, RI 02920 | Recordkeeping | $15,586 |
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 | $22,768 | $50,982-55.3% | $154,803-85.3% | $85,563-73.4% |
| Participation rate | 92.4% | 59.8%+32.6pp | 78.1%+14.3pp | 66.0%+26.4pp |
| Annual return | 13.15% | 30.35%-17.2pp | 58.88%-45.7pp | 31.51%-18.4pp |
| Employer contribution / active EE | $678 | $1,708-60.3% | $4,305-84.3% | $2,654-74.5% |
| Participant deferral / active EE | $3,414 | $2,474+38.0% | $5,540-38.4% | $4,375-22.0% |
| Admin fee / account holder | $146 | $846-82.7% | $14,329-99.0% | $834-82.5% |