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 |
|---|---|---|
FUST CHARLES CHAMBERS LLP1+ years Filed as: FUST CHARLES CHAMBER LLP Service code 10 · EIN 16-1226221 | Accounting | $9,982 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,457 | $37,117-50.3% | $147,614-87.5% | $55,191-66.6% |
| Participation rate | 45.8% | 63.6%-17.8pp | 84.6%-38.8pp | 69.2%-23.3pp |
| Annual return | 2.81% | 3.44%-0.6pp | 61.98%-59.2pp | 10.78%-8.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,016 | $1,985-48.8% | $4,895-79.2% | $3,046-66.6% |
| Admin fee / account holder | $3 | $86-96.3% | $11,611-100.0% | $91-96.5% |