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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $571,144 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $144 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Employer contribution per participant 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 | $72,526 | $45,000+61.2% | $143,757-49.5% | $77,904-6.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -12.59% | 29.03%-41.6pp | -0.04%-12.5pp | 12.21%-24.8pp |
| Employer contribution / active EE | $7 | $1,870-99.6% | $4,951-99.9% | $2,848-99.8% |
| Participant deferral / active EE | $8,162 | $3,157+158.6% | $5,637+44.8% | $4,806+69.8% |
| Admin fee / account holder | $131 | $98+33.5% | $14,673-99.1% | $133-0.9% |