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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,341 |
DUNBAR, BENDER & ZAPF, INC.3+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $3,025 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $359 |
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 | $37,197 | $51,466-27.7% | $78,778-52.8% | $62,292-40.3% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.96% | 19.96%-8.0pp | 35.62%-23.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,145 | $827+38.4% | $1,986-42.3% | $2,042-43.9% |
| Participant deferral / active EE | $3,106 | $2,147+44.6% | $2,958+5.0% | $3,169-2.0% |
| Admin fee / account holder | $197 | $489-59.8% | $5,134-96.2% | $479-58.9% |