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 CORPORATION8 years Service code 13 · EIN 35-0472300 | Contract Administrator | $111,073 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $54,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,633 | $88,982-6.0% | $102,438-18.4% | $77,671+7.7% |
| Participation rate | 93.2% | 80.9%+12.2pp | 76.5%+16.7pp | 70.6%+22.6pp |
| Annual return | 9.77% | 25.01%-15.2pp | 29.37%-19.6pp | 31.21%-21.4pp |
| Employer contribution / active EE | $1,461 | $2,698-45.8% | $3,024-51.7% | $2,726-46.4% |
| Participant deferral / active EE | $6,369 | $5,144+23.8% | $5,054+26.0% | $4,648+37.0% |
| Admin fee / account holder | $354 | $236+50.1% | $9,448-96.3% | $430-17.9% |