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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $87,551 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SVCES(WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,366 |
CJ SCHLOSSER & COMPANY LLC4 years Service code 10 · EIN 37-1031116 | Accounting | $17,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,994 | $50,982+100.1% | $154,803-34.1% | $85,563+19.2% |
| Participation rate | 60.5% | 59.8%+0.7pp | 78.1%-17.6pp | 66.0%-5.5pp |
| Annual return | 14.78% | 30.35%-15.6pp | 58.88%-44.1pp | 31.51%-16.7pp |
| Employer contribution / active EE | $526 | $1,708-69.2% | $4,305-87.8% | $2,654-80.2% |
| Participant deferral / active EE | $4,030 | $2,474+62.9% | $5,540-27.3% | $4,375-7.9% |
| Admin fee / account holder | $629 | $846-25.6% | $14,329-95.6% | $834-24.6% |