Filed July 22, 2025 (most recent of 5 filings on file)
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 | $250,397 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $67,313 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $21,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,977 | $53,136-34.2% | $155,509-77.5% | $199,593-82.5% |
| Participation rate | 61.3% | 64.1%-2.7pp | 78.2%-16.9pp | 72.0%-10.6pp |
| Annual return | 12.78% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,405 | $1,851-24.1% | $4,672-69.9% | $3,034-53.7% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $99 | $185-46.6% | $15,912-99.4% | $269-63.1% |