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 CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $227,051 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,826 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,426 | $53,136+8.1% | $155,509-63.1% | $199,593-71.2% |
| Participation rate | 97.9% | 64.1%+33.9pp | 78.2%+19.8pp | 72.0%+26.0pp |
| Annual return | 11.31% | 41.15%-29.8pp | 64.67%-53.4pp | 34.25%-22.9pp |
| Employer contribution / active EE | $2,247 | $1,851+21.4% | $4,672-51.9% | $3,034-25.9% |
| Participant deferral / active EE | $5,043 | $3,161+59.6% | $5,626-10.4% | $5,087-0.9% |
| Admin fee / account holder | $144 | $185-22.3% | $15,912-99.1% | $269-46.4% |