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 CORPORATION4 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $37,627 |
Filed as: MERRILL LYNCH Service code 52 · EIN 13-5674085 PO BOX 74008967 · CHICAGO, IL 60674 | Indirect Investment Fees | $34,107 |
KMH LLP2 years Service code 10 · EIN 42-1539623 1003 BISHOP ST STE 2400 · HONOLULU, HI 96813 | Accounting | $16,246 |
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 | $44,574 | $59,417-25.0% | $93,606-52.4% | $74,495-40.2% |
| Participation rate | 95.3% | 59.7%+35.6pp | 68.7%+26.6pp | 67.2%+28.1pp |
| Annual return | 8.11% | 81.83%-73.7pp | 133.20%-125.1pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,416 | $1,264+12.0% | $2,420-41.5% | $2,623-46.0% |
| Participant deferral / active EE | $2,523 | $3,050-17.3% | $4,411-42.8% | $4,346-41.9% |
| Admin fee / account holder | $288 | $3,021-90.5% | $8,285-96.5% | $1,942-85.2% |