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 Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $56,552 |
STRIEGEL KNOBLOCH & COMPANY, LLC10+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,276 | $55,416-34.5% | $75,972-52.3% | $77,643-53.3% |
| Participation rate | 50.7% | 63.6%-12.9pp | 69.1%-18.3pp | 70.6%-19.9pp |
| Annual return | 9.28% | 17.07%-7.8pp | 359.55%-350.3pp | 31.24%-22.0pp |
| Employer contribution / active EE | $460 | $1,788-74.2% | $2,685-82.9% | $2,726-83.1% |
| Participant deferral / active EE | $2,859 | $3,447-17.1% | $4,255-32.8% | $4,647-38.5% |
| Admin fee / account holder | $203 | $414-50.9% | $6,467-96.9% | $430-52.8% |