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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $211,021 |
PARALLEL ADVISORS LLC2 years Filed as: PARALLEL ADVISORS Service code 26 · EIN 20-4420591 | Advisory (Participants) | $75,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,096 | $53,136-35.8% | $155,509-78.1% | $199,593-82.9% |
| Participation rate | 92.8% | 64.1%+28.7pp | 78.2%+14.6pp | 72.0%+20.8pp |
| Annual return | 15.32% | 41.15%-25.8pp | 64.67%-49.4pp | 34.25%-18.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,401 | $3,161+39.2% | $5,626-21.8% | $5,087-13.5% |
| Admin fee / account holder | $89 | $185-52.1% | $15,912-99.4% | $269-67.0% |