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 35-0472300 | Contract Administrator | $143,371 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $8,640 |
ASCENSUS LLC3 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,660 |
QUALIFIED PLANS, LLC3 years Service code 15 · EIN 58-2605083 | Recordkeeping | $2,200 |
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 | $75,635 | $111,608-32.2% | $177,821-57.5% | $73,409+3.0% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+10.0pp | 72.2%+25.5pp |
| Annual return | 16.25% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $3,895 | $3,796+2.6% | $5,918-34.2% | $2,234+74.4% |
| Participant deferral / active EE | $7,135 | $6,199+15.1% | $7,714-7.5% | $3,805+87.5% |
| Admin fee / account holder | $247 | $166+49.3% | $12,427-98.0% | $158+56.6% |