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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $129,009 |
QUALIFIED PLANS, LLC3+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $8,830 |
Filed as: RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $3,305 |
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 | $59,772 | $81,537-26.7% | $149,718-60.1% | $69,631-14.2% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.1%+6.7pp | 70.7%+23.1pp |
| Annual return | 20.74% | 22.79%-2.1pp | 1501.63%-1480.9pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $3,403 | $3,239+5.1% | $5,445-37.5% | $2,032+67.4% |
| Participant deferral / active EE | $5,923 | $4,994+18.6% | $6,569-9.8% | $3,224+83.7% |
| Admin fee / account holder | $288 | $107+169.4% | $11,283-97.4% | $110+160.7% |