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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $67,932 |
THE BENEFIT PRACTICE3+ years Service code 99 · EIN 13-4144565 | Other Fees | $45,600 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 P.O. BOX 668 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $16,995 |
MORNINGSTAR2 years Service code 16 · EIN 36-3297908 22 W WASHINGTON ST · CHICAGO, IL 60602 | Consulting | $1,015 |
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 | $36,360 | $35,197+3.3% | $53,898-32.5% | $102,872-64.7% |
| Participation rate | 27.6% | 29.6%-2.0pp | 55.0%-27.4pp | 73.0%-45.5pp |
| Annual return | 27.57% | 17.55%+10.0pp | 528.60%-501.0pp | 19.06%+8.5pp |
| Employer contribution / active EE | $885 | $713+24.2% | $932-5.0% | $3,526-74.9% |
| Participant deferral / active EE | $1,656 | $1,333+24.3% | $1,826-9.3% | $5,535-70.1% |
| Admin fee / account holder | $125 | $834-85.0% | $2,491-95.0% | $292-57.3% |