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 9-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 CORPORATION2 years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $117,495 |
STEVENS DOWD & COMPANY1 year Filed as: STEVENS DOWD & CO. Service code 27 · EIN 81-4671785 | Advisory (Plan) | $16,582 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $14,105 |
401K SAFE2 years Service code 31 · EIN 30-0753428 | Named fiduciary | $11,114 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $19,575,895 | $64,286+30351.3% | $90,951+21423.5% | $73,409+26566.8% |
| Participation rate | 0.0% | 63.6%-63.6pp | 69.0%-69.0pp | 72.2%-72.2pp |
| Annual return | 14.15% | 21.45%-7.3pp | 134.60%-120.5pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,303 | $895+157.5% | $2,122+8.5% | $2,234+3.1% |
| Participant deferral / active EE | $4,842 | $2,453+97.4% | $3,373+43.6% | $3,805+27.2% |
| Admin fee / account holder | $163,504 | $287+56845.6% | $5,959+2644.0% | $158+103459.1% |