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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,375 |
BARCLAY PLANNING GROUP3 years Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,244 | $76,050-49.7% | $96,544-60.4% | $71,457-46.5% |
| Participation rate | 61.0% | 74.4%-13.4pp | 76.0%-15.0pp | 67.9%-6.9pp |
| Annual return | 28.39% | 22.81%+5.6pp | 25.84%+2.5pp | 28.85%-0.5pp |
| Employer contribution / active EE | $2,112 | $2,244-5.9% | $2,965-28.8% | $2,588-18.4% |
| Participant deferral / active EE | $3,768 | $4,215-10.6% | $4,851-22.3% | $4,289-12.1% |
| Admin fee / account holder | $277 | $2,707-89.8% | $8,252-96.6% | $1,587-82.5% |