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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,189 |
THE CONCORD ADVISORY GROUP4 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $2,194 |
NUKK-FREEMAN & CERRA PC1 year Filed as: NUKK-FREEMEN & CERRA, PC Service code 27 · EIN 20-3846714 | Advisory (Plan) | $300 |
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 | $48,095 | $46,292+3.9% | $143,757-66.5% | $64,808-25.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -12.22% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,582 | $1,910-17.2% | $4,951-68.0% | $2,506-36.9% |
| Participant deferral / active EE | $5,601 | $2,646+111.7% | $5,637-0.6% | $4,310+29.9% |
| Admin fee / account holder | $36 | $154-76.4% | $14,673-99.8% | $188-80.7% |