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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,551 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $75,000 |
WIPFLI LLP10+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,762 |
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 | $114,368 | $50,815+125.1% | $155,509-26.5% | $77,643+47.3% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 11.68% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $3,674 | $1,993+84.4% | $4,672-21.4% | $2,726+34.8% |
| Participant deferral / active EE | $5,762 | $2,822+104.2% | $5,626+2.4% | $4,647+24.0% |
| Admin fee / account holder | $205 | $437-53.1% | $15,912-98.7% | $430-52.4% |