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 CORPORATION3+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $108,277 |
ACG ASSOCIATES, INC.3+ years Service code 10 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Accounting | $33,253 |
Service code 10 · EIN 06-1303845 4 CORPORATE DRIVE, STE 488 · SHELTON, CT 06484 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,216 | $44,007-40.4% | $154,107-83.0% | $68,904-62.0% |
| Participation rate | 28.2% | 70.0%-41.8pp | 83.0%-54.8pp | 74.1%-45.9pp |
| Annual return | 16.52% | 8.15%+8.4pp | 735.12%-718.6pp | 1.07%+15.4pp |
| Employer contribution / active EE | $122 | $1,732-93.0% | $5,298-97.7% | $2,540-95.2% |
| Participant deferral / active EE | $652 | $2,813-76.8% | $5,081-87.2% | $4,015-83.8% |
| Admin fee / account holder | $52 | $65-20.1% | $13,411-99.6% | $71-27.5% |