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 8-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 CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING Service code 33 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 19034 | Securities brokerage | $41,763 |
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $22,028 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC. Service code 15 | Recordkeeping | $11,496 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC. Service code 15 616 N. FRENCH RD. · AMHERST, NY 14228 | Recordkeeping | $5,145 |
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 | $40,732 | $59,417-31.4% | $93,606-56.5% | $74,495-45.3% |
| Participation rate | 70.6% | 59.7%+10.9pp | 68.7%+1.8pp | 67.2%+3.4pp |
| Annual return | 14.19% | 81.83%-67.6pp | 133.20%-119.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $486 | $1,264-61.6% | $2,420-79.9% | $2,623-81.5% |
| Participant deferral / active EE | $3,049 | $3,0500% | $4,411-30.9% | $4,346-29.8% |
| Admin fee / account holder | $30 | $3,021-99.0% | $8,285-99.6% | $1,942-98.4% |