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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,538 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,610 |
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 | $15,068 | $36,916-59.2% | $156,549-90.4% | $57,658-73.9% |
| Participation rate | 96.1% | 63.4%+32.6pp | 84.0%+12.1pp | 70.2%+25.9pp |
| Annual return | 1.55% | 12.38%-10.8pp | 32.23%-30.7pp | 5.13%-3.6pp |
| Employer contribution / active EE | $1,360 | $1,571-13.4% | $5,501-75.3% | $1,974-31.1% |
| Participant deferral / active EE | $1,941 | $1,926+0.8% | $4,871-60.2% | $3,061-36.6% |
| Admin fee / account holder | $10 | $82-87.3% | $13,027-99.9% | $95-88.9% |