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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $383,744 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 13 · EIN 06-1397347 | Contract Administrator | $51,308 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $13,980 |
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 | $30,784 | $30,147+2.1% | $58,482-47.4% | $80,160-61.6% |
| Participation rate | 97.0% | 34.4%+62.6pp | 50.9%+46.2pp | 72.9%+24.1pp |
| Annual return | 15.89% | 21.97%-6.1pp | 4239.32%-4223.4pp | 40.38%-24.5pp |
| Employer contribution / active EE | $2,214 | $528+319.5% | $1,053+110.2% | $2,978-25.7% |
| Participant deferral / active EE | $3,157 | $1,249+152.7% | $1,924+64.1% | $5,017-37.1% |
| Admin fee / account holder | $97 | $195-50.0% | $2,516-96.1% | $145-32.8% |