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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,996 |
PASI, LLC4 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Recordkeeping | $7,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,733 | $86,897-37.0% | $151,611-63.9% | $64,808-15.5% |
| Participation rate | 37.9% | 87.3%-49.4pp | 87.5%-49.6pp | 71.5%-33.6pp |
| Annual return | -20.69% | -3.57%-17.1pp | 3.33%-24.0pp | 32.82%-53.5pp |
| Employer contribution / active EE | $759 | $4,010-81.1% | $6,166-87.7% | $2,506-69.7% |
| Participant deferral / active EE | $4,341 | $6,690-35.1% | $8,363-48.1% | $4,310+0.7% |
| Admin fee / account holder | $411 | $153+168.5% | $11,616-96.5% | $188+118.7% |