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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,397 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $19,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,635 | $46,292-66.2% | $143,757-89.1% | $64,808-75.9% |
| Participation rate | 87.0% | 64.2%+22.8pp | 80.3%+6.7pp | 71.5%+15.5pp |
| Annual return | -15.31% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,095 | $1,910+9.7% | $4,951-57.7% | $2,506-16.4% |
| Participant deferral / active EE | $4,041 | $2,646+52.7% | $5,637-28.3% | $4,310-6.3% |
| Admin fee / account holder | $241 | $154+56.8% | $14,673-98.4% | $188+28.4% |