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 CORPORATION6+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $25,729 |
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 15 13680 CLEVELAND AVE N.W. · UNIONTOWN, OH 44685 | Recordkeeping | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,904 | $99,957-67.1% | $149,696-78.0% | $73,488-55.2% |
| Participation rate | 64.9% | 75.7%-10.8pp | 82.5%-17.5pp | 70.7%-5.7pp |
| Annual return | 12.47% | 53.87%-41.4pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $8 | $3,191-99.7% | $4,644-99.8% | $2,270-99.6% |
| Participant deferral / active EE | $3,968 | $6,073-34.7% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $150 | $551-72.8% | $9,309-98.4% | $513-70.8% |