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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $642,936 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $95,000 |
MARCUM LLP10+ years Service code 10 · EIN 11-1986323 | Accounting | $56,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,392 | $73,283-49.0% | $155,509-76.0% | $106,382-64.9% |
| Participation rate | 91.7% | 73.3%+18.4pp | 78.2%+13.5pp | 69.9%+21.8pp |
| Annual return | 14.67% | 15.77%-1.1pp | 64.67%-50.0pp | 17.37%-2.7pp |
| Employer contribution / active EE | $793 | $2,247-64.7% | $4,672-83.0% | $3,364-76.4% |
| Participant deferral / active EE | $4,132 | $4,580-9.8% | $5,626-26.6% | $5,569-25.8% |
| Admin fee / account holder | $60 | $56+7.4% | $15,912-99.6% | $79-23.9% |