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 4-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,372 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $19,566 |
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 | $17,541 | $45,000-61.0% | $143,757-87.8% | $77,904-77.5% |
| Participation rate | 44.3% | 66.8%-22.5pp | 80.3%-36.0pp | 73.7%-29.4pp |
| Annual return | 6.32% | 29.03%-22.7pp | -0.04%+6.4pp | 12.21%-5.9pp |
| Employer contribution / active EE | $573 | $1,870-69.4% | $4,951-88.4% | $2,848-79.9% |
| Participant deferral / active EE | $2,490 | $3,157-21.1% | $5,637-55.8% | $4,806-48.2% |
| Admin fee / account holder | $84 | $98-14.4% | $14,673-99.4% | $133-36.4% |