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 CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $118,139 |
BLACKBURN FINANCIAL4 years Service code 16 · EIN 45-3699214 | Consulting | $51,289 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 15 · EIN 91-1072394 | Recordkeeping | $19,575 |
401K SAFE4 years Service code 15 · EIN 30-0753428 | Recordkeeping | $4,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,427 | $46,292-8.3% | $143,757-70.5% | $64,808-34.5% |
| Participation rate | 97.0% | 64.2%+32.8pp | 80.3%+16.7pp | 71.5%+25.5pp |
| Annual return | -16.58% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,446 | $1,910+28.1% | $4,951-50.6% | $2,506-2.4% |
| Participant deferral / active EE | $4,686 | $2,646+77.1% | $5,637-16.9% | $4,310+8.7% |
| Admin fee / account holder | $214 | $154+39.3% | $14,673-98.5% | $188+14.1% |