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 CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $25,617 |
Filed as: ASSOCIATED BENEFIT PLANNERS Service code 13 · EIN 23-2250214 215 WEST CHURCH ROAD · KING OF PRUSSIA, PA 19406 | Contract Administrator | $11,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,900 | $49,138+70.7% | $84,015-0.1% | $65,185+28.7% |
| Participation rate | 56.4% | 60.7%-4.3pp | 69.0%-12.6pp | 70.2%-13.8pp |
| Annual return | 21.61% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,228 | $914+34.4% | $1,983-38.1% | $2,177-43.6% |
| Participant deferral / active EE | $3,566 | $2,397+48.8% | $3,239+10.1% | $3,514+1.5% |
| Admin fee / account holder | $98 | $543-81.9% | $6,101-98.4% | $847-88.4% |