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 Filed as: LINCOLN RETIREMENT Service code 18 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Custodial (other than securities); Re... | $86,592 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $14,620 |
Service code 15 · EIN 32-0512992 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Recordkeeping | $13,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,065 | $54,193+45.9% | $93,606-15.5% | $77,643+1.8% |
| Participation rate | 64.8% | 63.9%+0.9pp | 68.7%-3.9pp | 70.6%-5.8pp |
| Annual return | 10.60% | 30.54%-19.9pp | 133.20%-122.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $829 | $1,168-29.0% | $2,420-65.7% | $2,726-69.6% |
| Participant deferral / active EE | $3,585 | $3,144+14.0% | $4,411-18.7% | $4,647-22.9% |
| Admin fee / account holder | $7 | $576-98.8% | $8,285-99.9% | $430-98.5% |