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 CORPORATION7 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $100,921 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $26,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,492 | $86,897-39.6% | $151,611-65.4% | $64,808-19.0% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -18.30% | -3.57%-14.7pp | 3.33%-21.6pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,813 | $4,010-29.9% | $6,166-54.4% | $2,506+12.2% |
| Participant deferral / active EE | $5,154 | $6,690-23.0% | $8,363-38.4% | $4,310+19.6% |
| Admin fee / account holder | $152 | $153-0.5% | $11,616-98.7% | $188-19.0% |