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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $117,868 |
Filed as: DEMING, MALONE, LIVESAY & OSTROFF Service code 10 · EIN 61-1064249 | Accounting | $23,000 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $16,490 |
PYA, P.C.1 year Service code 10 · EIN 62-1517792 | Accounting | $13,243 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,913 | $31,741+28.9% | $56,411-27.5% | $199,593-79.5% |
| Participation rate | 90.1% | 32.3%+57.7pp | 52.5%+37.6pp | 72.0%+18.1pp |
| Annual return | 10.90% | 14.72%-3.8pp | 1701.33%-1690.4pp | 34.25%-23.3pp |
| Employer contribution / active EE | $830 | $508+63.5% | $1,039-20.1% | $3,034-72.7% |
| Participant deferral / active EE | $2,911 | $1,184+145.9% | $1,952+49.1% | $5,087-42.8% |
| Admin fee / account holder | $163 | $426-61.8% | $2,829-94.2% | $269-39.4% |