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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,731 |
WOLF MCDUFF & OPPIE2 years Service code 27 · EIN 64-0891412 3103 PASCAGOULA STREET · PASCAGOULA, MS 39567 | Advisory (Plan) | $6,700 |
THE HASLAUER GROUP, INC.6 years Filed as: THE HASLAUER GROUP Service code 15 1800 WILLIAMS BLVD. · KENNER, LA 700620000 | Recordkeeping | $5,690 |
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.)
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 | $41,361 | $26,549+55.8% | $61,373-32.6% | $66,914-38.2% |
| Participation rate | 17.1% | 38.1%-20.9pp | 52.6%-35.4pp | 69.8%-52.7pp |
| Annual return | -17.58% | -16.21%-1.4pp | 338.61%-356.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $138 | $651-78.9% | $1,159-88.1% | $2,544-94.6% |
| Participant deferral / active EE | $635 | $1,338-52.6% | $2,125-70.1% | $4,237-85.0% |
| Admin fee / account holder | $502 | $409+22.9% | $2,130-76.4% | $593-15.3% |