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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,341 |
MICHAEL ROSEN & COMPANY2 years Service code 13 · EIN 23-2808145 | Contract Administrator | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,481 | $58,083+35.1% | $80,019-1.9% | $56,287+39.4% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.8%+19.2pp | 69.9%+25.2pp |
| Annual return | -4.47% | 34.61%-39.1pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,457 | $1,932-24.6% | $2,468-41.0% | $2,111-31.0% |
| Participant deferral / active EE | $4,721 | $3,135+50.6% | $3,686+28.1% | $3,350+40.9% |
| Admin fee / account holder | $328 | $623-47.3% | $6,521-95.0% | $521-37.1% |