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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,321 |
CARON & BLETZER, PLLC4 years Filed as: CARSON & BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $5,438 |
MORNINGSTAR3 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,858 |
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 | $48,677 | $56,095-13.2% | $178,490-72.7% | $90,288-46.1% |
| Participation rate | 76.9% | 65.6%+11.4pp | 81.9%-5.0pp | 73.4%+3.6pp |
| Annual return | 16.20% | 28.81%-12.6pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,314 | $2,669+24.2% | $5,202-36.3% | $4,232-21.7% |
| Admin fee / account holder | $66 | $101-34.1% | $13,984-99.5% | $114-41.8% |