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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,164 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $13,032 |
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 | $60,577 | $46,292+30.9% | $143,757-57.9% | $64,808-6.5% |
| Participation rate | 98.3% | 64.2%+34.1pp | 80.3%+18.0pp | 71.5%+26.8pp |
| Annual return | -13.68% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,810 | $1,910+47.1% | $4,951-43.3% | $2,506+12.1% |
| Participant deferral / active EE | $5,048 | $2,646+90.8% | $5,637-10.4% | $4,310+17.1% |
| Admin fee / account holder | $72 | $154-53.4% | $14,673-99.5% | $188-61.8% |