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 Service code 13 · EIN 35-1140070 | Contract Administrator | $123,361 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,187 |
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 | $49,049 | $185,342-73.5% | $111,297-55.9% | $86,799-43.5% |
| Participation rate | 90.6% | 81.0%+9.7pp | 77.3%+13.3pp | 72.3%+18.4pp |
| Annual return | 12.37% | 500.80%-488.4pp | 54.65%-42.3pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,138 | $2,246-49.3% | $2,731-58.3% | $2,405-52.7% |
| Participant deferral / active EE | $4,321 | $4,458-3.1% | $4,487-3.7% | $4,131+4.6% |
| Admin fee / account holder | $242 | $255-5.2% | $7,964-97.0% | $170+42.9% |