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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $87,651 |
HPM MANAGEMENT SERVICES10+ years Service code 28 · EIN 13-3393107 | Investment Management | $33,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,688 | $48,277+50.6% | $67,511+7.7% | $80,874-10.1% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.6%-8.3pp |
| Annual return | 14.65% | 18.27%-3.6pp | 3517.41%-3502.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $566 | $2,021-72.0% | $2,733-79.3% | $2,756-79.5% |
| Participant deferral / active EE | $2,719 | $2,926-7.1% | $4,000-32.0% | $4,297-36.7% |
| Admin fee / account holder | $1,010 | $3,687-72.6% | $3,999-74.7% | $6,935-85.4% |