Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,963 |
THE RETIREMENT ADVANTAGE INC7 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $2,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,706 | $59,402-58.4% | $93,654-73.6% | $74,546-66.9% |
| Participation rate | 73.1% | 59.7%+13.4pp | 68.7%+4.4pp | 67.2%+5.9pp |
| Annual return | 14.30% | 81.86%-67.6pp | 133.34%-119.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,064 | $1,265-15.9% | $2,421-56.1% | $2,624-59.5% |
| Participant deferral / active EE | $2,794 | $3,049-8.4% | $4,413-36.7% | $4,347-35.7% |
| Admin fee / account holder | $212 | $3,023-93.0% | $8,282-97.4% | $1,944-89.1% |