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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,388 |
MICHAEL ROSEN & COMPANY3 years Service code 13 · EIN 23-2808145 | Contract Administrator | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,642 | $66,310+30.7% | $93,606-7.4% | $65,185+32.9% |
| Participation rate | 94.5% | 74.0%+20.5pp | 75.8%+18.7pp | 70.2%+24.3pp |
| Annual return | 16.18% | 42.58%-26.4pp | 32.76%-16.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $1,547 | $2,012-23.1% | $2,718-43.1% | $2,177-28.9% |
| Participant deferral / active EE | $5,085 | $3,342+52.2% | $4,069+25.0% | $3,514+44.7% |
| Admin fee / account holder | $335 | $6,897-95.1% | $7,888-95.8% | $847-60.5% |