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 Service code 13 · EIN 35-1140070 | Contract Administrator | $141,724 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,539 | $88,890-13.9% | $102,423-25.3% | $77,643-1.4% |
| Participation rate | 98.8% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 11.35% | 24.98%-13.6pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,672 | $2,698-38.0% | $3,023-44.7% | $2,726-38.6% |
| Participant deferral / active EE | $6,540 | $5,145+27.1% | $5,053+29.4% | $4,647+40.7% |
| Admin fee / account holder | $356 | $235+51.1% | $9,451-96.2% | $430-17.3% |