See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,267 |
Filed as: COMMONWEALTH FINANCIAL GROUP Service code 28 · EIN 04-2675571 | Investment Management | $14,840 |
T R PAUL INC.4+ years Service code 13 · EIN 06-0906361 555 HERITAGE RD · SOUTHBURY, CT 06488 | Contract Administrator | $13,838 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,645 | $54,701+38.3% | $86,188-12.2% | $71,457+5.9% |
| Participation rate | 80.9% | 60.1%+20.8pp | 69.0%+12.0pp | 67.9%+13.0pp |
| Annual return | 15.01% | 20.06%-5.0pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,382 | $3,108+137.5% | $3,985+85.2% | $4,289+72.1% |
| Admin fee / account holder | $346 | $1,922-82.0% | $6,852-95.0% | $1,587-78.2% |