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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $356,160 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 13 · EIN 06-1397347 | Contract Administrator | $47,250 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $13,128 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,167 | $36,939-21.0% | $80,716-63.9% | $93,030-68.6% |
| Participation rate | 93.2% | 32.6%+60.7pp | 54.2%+39.1pp | 73.9%+19.3pp |
| Annual return | 13.90% | 17.55%-3.7pp | 87.28%-73.4pp | 158.70%-144.8pp |
| Employer contribution / active EE | $1,940 | $455+326.4% | $1,160+67.3% | $2,706-28.3% |
| Participant deferral / active EE | $2,805 | $1,044+168.7% | $2,146+30.7% | $4,562-38.5% |
| Admin fee / account holder | $92 | $162-43.0% | $3,380-97.3% | $152-39.3% |