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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $154,358 |
PARALLEL ADVISORS LLC1 year Filed as: PARALLEL ADVISORS Service code 13 · EIN 20-4420591 | Contract Administrator | $61,141 |
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 | $29,804 | $50,127-40.5% | $149,673-80.1% | $80,160-62.8% |
| Participation rate | 89.7% | 64.3%+25.4pp | 78.8%+10.9pp | 72.9%+16.7pp |
| Annual return | 17.87% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,094 | $3,194+28.2% | $5,680-27.9% | $5,017-18.4% |
| Admin fee / account holder | $69 | $153-55.0% | $13,210-99.5% | $145-52.6% |