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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175,560 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $10,413 |
CARON & BLETZER, PLLC1+ years Filed as: CARSON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $5,375 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W CAMMACK ASSOCIATES Service code 27 · EIN 13-3052851 | Advisory (Plan) | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,999 | $37,039+13.4% | $147,614-71.5% | $59,188-29.0% |
| Participation rate | 47.5% | 63.8%-16.3pp | 84.6%-37.1pp | 69.4%-21.9pp |
| Annual return | 6.69% | 7.19%-0.5pp | 61.98%-55.3pp | 5.51%+1.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,261 | $2,094+8.0% | $4,895-53.8% | $3,265-30.7% |
| Admin fee / account holder | $128 | $60+112.8% | $11,611-98.9% | $92+39.0% |