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 CORPORATION1+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $27,497 |
RETIREWELL ADMINISTRATORS1+ years Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, STE H · MARLTON, NJ 08053 | Recordkeeping | $5,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,414 | $65,703+16.3% | $94,224-18.9% | $59,632+28.1% |
| Participation rate | 74.7% | 72.1%+2.6pp | 78.8%-4.1pp | 68.7%+6.0pp |
| Annual return | 0.65% | 5.22%-4.6pp | 10.68%-10.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $948 | $2,021-53.1% | $3,587-73.6% | $2,203-57.0% |
| Participant deferral / active EE | $4,722 | $3,143+50.2% | $4,320+9.3% | $3,192+48.0% |
| Admin fee / account holder | $321 | $4,264-92.5% | $6,269-94.9% | $4,297-92.5% |