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 35-0472300 | Contract Administrator | $60,638 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 41-1411118 | Advisory (Participants) | $60,085 |
SIKICH LLP6 years Service code 16 · EIN 36-3168081 | Consulting | $41,428 |
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 | $41,014 | $55,125-25.6% | $109,895-62.7% | $86,799-52.7% |
| Participation rate | 96.9% | 70.1%+26.8pp | 74.2%+22.7pp | 72.3%+24.6pp |
| Annual return | 18.85% | 26.20%-7.3pp | 29.45%-10.6pp | 97.91%-79.1pp |
| Employer contribution / active EE | $1,732 | $1,558+11.2% | $2,842-39.0% | $2,405-28.0% |
| Participant deferral / active EE | $4,146 | $3,337+24.3% | $4,048+2.4% | $4,131+0.4% |
| Admin fee / account holder | $186 | $141+31.8% | $6,066-96.9% | $170+9.6% |