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 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $119,511 |
Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $27,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,111 | $42,353-36.0% | $79,550-65.9% | $64,808-58.2% |
| Participation rate | 83.6% | 64.8%+18.8pp | 69.5%+14.1pp | 71.5%+12.1pp |
| Annual return | -18.39% | -12.24%-6.2pp | 0.16%-18.6pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,789 | $1,181+51.6% | $2,413-25.9% | $2,506-28.6% |
| Participant deferral / active EE | $5,307 | $3,170+67.4% | $3,985+33.2% | $4,310+23.1% |
| Admin fee / account holder | $157 | $160-1.6% | $6,832-97.7% | $188-16.4% |