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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,239 |
THE CONCORD ADVISORY GROUP3 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,829 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,123 | $56,485+1.1% | $185,823-69.3% | $86,799-34.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.32% | 118.04%-105.7pp | 122.05%-109.7pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,329 | $1,843-27.9% | $5,167-74.3% | $2,405-44.8% |
| Participant deferral / active EE | $4,779 | $2,553+87.2% | $5,568-14.2% | $4,131+15.7% |
| Admin fee / account holder | $31 | $150-79.0% | $16,237-99.8% | $170-81.5% |