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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,128 |
THE CONCORD ADVISORY GROUP5 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $2,330 |
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 | $63,344 | $47,126+34.4% | $149,673-57.7% | $74,419-14.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.86% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,907 | $1,905+0.1% | $4,818-60.4% | $2,637-27.7% |
| Participant deferral / active EE | $6,255 | $2,728+129.3% | $5,680+10.1% | $4,528+38.1% |
| Admin fee / account holder | $45 | $343-86.9% | $13,210-99.7% | $348-87.1% |