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 13 · EIN 35-0472300 | Contract Administrator | $43,940 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $18,750 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,983 | $88,515-70.6% | $162,163-84.0% | $67,579-61.6% |
| Participation rate | 92.7% | 86.8%+5.9pp | 87.6%+5.1pp | 71.3%+21.4pp |
| Annual return | 34.97% | 27.04%+7.9pp | 115.59%-80.6pp | 378.56%-343.6pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,555 | $5,724-37.9% | $7,298-51.3% | $3,539+0.5% |
| Admin fee / account holder | $86 | $124-30.7% | $10,843-99.2% | $142-39.8% |