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 7-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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $59,828 |
PYAPC7+ years Service code 10 · EIN 62-1517792 | Accounting | $8,000 |
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 | $66,481 | $57,610+15.4% | $154,803-57.1% | $102,872-35.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 13.26% | 30.49%-17.2pp | 58.88%-45.6pp | 19.06%-5.8pp |
| Employer contribution / active EE | $2,322 | $1,883+23.3% | $4,305-46.1% | $3,526-34.1% |
| Participant deferral / active EE | $3,687 | $2,914+26.5% | $5,540-33.5% | $5,535-33.4% |
| Admin fee / account holder | $38 | $368-89.8% | $14,329-99.7% | $292-87.1% |