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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $90,701 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $35,569 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,390 | $56,095-53.0% | $178,490-85.2% | $90,288-70.8% |
| Participation rate | 33.0% | 65.6%-32.5pp | 81.9%-48.9pp | 73.4%-40.3pp |
| Annual return | 15.98% | 28.81%-12.8pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $155 | $1,572-90.1% | $5,011-96.9% | $2,524-93.9% |
| Participant deferral / active EE | $1,100 | $2,669-58.8% | $5,202-78.9% | $4,232-74.0% |
| Admin fee / account holder | $229 | $101+127.7% | $13,984-98.4% | $114+100.9% |