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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,813 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,860 |
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 | $40,078 | $30,086+33.2% | $61,373-34.7% | $64,808-38.2% |
| Participation rate | 84.8% | 36.4%+48.4pp | 52.6%+32.2pp | 71.5%+13.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,059 | $536+97.4% | $1,159-8.7% | $2,506-57.7% |
| Participant deferral / active EE | $3,200 | $1,126+184.3% | $2,125+50.6% | $4,310-25.8% |
| Admin fee / account holder | $98 | $148-33.7% | $2,130-95.4% | $188-47.7% |