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 3-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $56,412 |
THE BENEFIT PRACTICE1+ years Service code 99 · EIN 13-4144565 | Other Fees | $15,494 |
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,567 | $30,147-28.5% | $58,482-63.1% | $80,160-73.1% |
| Participation rate | 26.2% | 34.4%-8.2pp | 50.9%-24.6pp | 72.9%-46.7pp |
| Annual return | 36.63% | 21.97%+14.7pp | 4239.32%-4202.7pp | 40.38%-3.8pp |
| Employer contribution / active EE | $806 | $528+52.7% | $1,053-23.5% | $2,978-72.9% |
| Participant deferral / active EE | $1,332 | $1,249+6.6% | $1,924-30.8% | $5,017-73.5% |
| Admin fee / account holder | $86 | $195-55.8% | $2,516-96.6% | $145-40.7% |