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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,106 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $45,182 |
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 | $24,865 | $45,000-44.7% | $143,757-82.7% | $77,904-68.1% |
| Participation rate | 32.9% | 66.8%-34.0pp | 80.3%-47.5pp | 73.7%-40.8pp |
| Annual return | -16.07% | 29.03%-45.1pp | -0.04%-16.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $168 | $1,870-91.0% | $4,951-96.6% | $2,848-94.1% |
| Participant deferral / active EE | $1,273 | $3,157-59.7% | $5,637-77.4% | $4,806-73.5% |
| Admin fee / account holder | $248 | $98+151.9% | $14,673-98.3% | $133+87.1% |