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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $129,978 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,710 |
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 | $62,228 | $99,078-37.2% | $96,544-35.5% | $74,419-16.4% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.7pp |
| Annual return | 14.21% | 22.48%-8.3pp | 25.84%-11.6pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,290 | $2,570-10.9% | $2,965-22.8% | $2,637-13.2% |
| Participant deferral / active EE | $6,289 | $4,933+27.5% | $4,851+29.6% | $4,528+38.9% |
| Admin fee / account holder | $290 | $225+29.1% | $8,252-96.5% | $348-16.6% |