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 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Named fiduciary; Participant loan pro... | $41,456 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $5,827 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $126,273 | $76,670+64.7% | $96,683+30.6% | $71,457+76.7% |
| Participation rate | 37.7% | 66.6%-28.9pp | 74.3%-36.6pp | 67.9%-30.2pp |
| Annual return | 12.20% | 48.29%-36.1pp | 35.69%-23.5pp | 28.85%-16.6pp |
| Employer contribution / active EE | $218 | $3,031-92.8% | $3,737-94.2% | $2,588-91.6% |
| Participant deferral / active EE | $2,491 | $3,771-34.0% | $4,878-48.9% | $4,289-41.9% |
| Admin fee / account holder | $774 | $2,028-61.8% | $6,730-88.5% | $1,587-51.2% |