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 35-1140070 | Contract Administrator | $35,140 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,943 | $37,196+55.8% | $154,107-62.4% | $55,725+4.0% |
| Participation rate | 65.0% | 64.1%+0.9pp | 83.0%-18.1pp | 70.9%-5.9pp |
| Annual return | -5.71% | 1319.68%-1325.4pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,587 | $1,614+60.3% | $5,298-51.2% | $2,078+24.5% |
| Participant deferral / active EE | $4,997 | $2,068+141.6% | $5,081-1.6% | $3,356+48.9% |
| Admin fee / account holder | $146 | $102+43.4% | $13,411-98.9% | $115+26.5% |