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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,673 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $8,100 |
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 | $29,597 | $62,132-52.4% | $185,823-84.1% | $73,488-59.7% |
| Participation rate | 83.2% | 67.8%+15.4pp | 78.0%+5.2pp | 70.7%+12.5pp |
| Annual return | 13.87% | 20.44%-6.6pp | 35.95%-22.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $517 | $1,681-69.2% | $4,087-87.3% | $2,270-77.2% |
| Participant deferral / active EE | $3,396 | $3,711-8.5% | $5,632-39.7% | $3,740-9.2% |
| Admin fee / account holder | $193 | $419-54.0% | $9,500-98.0% | $513-62.5% |