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 Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Advisory (Plan) | $9,262 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MANGT. COMPANY Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,475 |
HENRY & PETERS, PC1 year Filed as: HENRY & PETERS PC Service code 99 3310 S. BROADWAY · TYLER, TX 75701 | Other Fees | $3,512 |
HEARD MCELROY & VESTAL, LLC2 years Filed as: HEARD, MCELROY, & VESTAL Service code 13 333 TEXAS STREET · SHREVEPORT, LA 71101 | Contract Administrator | $225 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,210 | $69,362+109.3% | $101,248+43.4% | $73,488+97.6% |
| Participation rate | 40.8% | 68.4%-27.5pp | 75.8%-35.0pp | 70.7%-29.8pp |
| Annual return | 16.52% | 18.46%-1.9pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $781 | $2,628-70.3% | $3,660-78.7% | $2,270-65.6% |
| Participant deferral / active EE | $2,024 | $3,300-38.7% | $4,370-53.7% | $3,740-45.9% |
| Admin fee / account holder | $280 | $704-60.2% | $5,945-95.3% | $513-45.5% |