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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,619 |
PKS & COMPANY, PA8+ years Service code 15 · EIN 52-1224986 | Recordkeeping | $5,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,216 | $44,764+34.5% | $68,791-12.5% | $64,808-7.1% |
| Participation rate | 40.5% | 64.8%-24.3pp | 69.0%-28.6pp | 71.5%-31.0pp |
| Annual return | -14.86% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,031 | $1,775-41.9% | $2,655-61.2% | $2,506-58.8% |
| Participant deferral / active EE | $1,705 | $3,238-47.4% | $3,941-56.8% | $4,310-60.5% |
| Admin fee / account holder | $208 | $151+37.7% | $4,932-95.8% | $188+11.0% |