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 8-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $83,274 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $32,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,147 | $47,456-53.3% | $172,739-87.2% | $77,787-71.5% |
| Participation rate | 34.3% | 66.3%-32.0pp | 82.6%-48.4pp | 73.2%-39.0pp |
| Annual return | 18.68% | 35.57%-16.9pp | 802.84%-784.2pp | 32.57%-13.9pp |
| Employer contribution / active EE | $149 | $1,574-90.5% | $5,143-97.1% | $2,504-94.0% |
| Participant deferral / active EE | $1,019 | $2,560-60.2% | $5,198-80.4% | $3,967-74.3% |
| Admin fee / account holder | $214 | $81+165.1% | $13,954-98.5% | $100+114.2% |