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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $90,001 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $75,000 |
WIPFLI LLP9+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,175 |
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 | $105,497 | $47,126+123.9% | $149,673-29.5% | $74,419+41.8% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.4pp | 70.7%+27.4pp |
| Annual return | 12.31% | 22.75%-10.4pp | 134.42%-122.1pp | 34.38%-22.1pp |
| Employer contribution / active EE | $3,607 | $1,905+89.3% | $4,818-25.1% | $2,637+36.8% |
| Participant deferral / active EE | $5,529 | $2,728+102.7% | $5,680-2.7% | $4,528+22.1% |
| Admin fee / account holder | $173 | $343-49.5% | $13,210-98.7% | $348-50.3% |