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 Service code 13 · EIN 35-1140070 | Contract Administrator | $200,606 |
CX INSTITUTIONAL, LLC2 years Service code 27 · EIN 82-4336420 | Advisory (Plan) | $95,961 |
MORNINGSTAR3 years Service code 26 · EIN 36-4317385 | Advisory (Participants) | $2,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,156 | $110,299-57.2% | $102,423-54.0% | $199,593-76.4% |
| Participation rate | 96.6% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 11.16% | 35.73%-24.6pp | 29.32%-18.2pp | 34.25%-23.1pp |
| Employer contribution / active EE | $1,724 | $3,603-52.1% | $3,023-43.0% | $3,034-43.2% |
| Participant deferral / active EE | $3,614 | $6,376-43.3% | $5,053-28.5% | $5,087-28.9% |
| Admin fee / account holder | $217 | $122+77.8% | $9,451-97.7% | $269-19.1% |