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 15 · EIN 35-0145825 | Recordkeeping | $300 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,785 | $47,977-46.3% | $154,107-83.3% | $56,287-54.2% |
| Participation rate | 31.9% | 66.2%-34.3pp | 83.0%-51.1pp | 69.9%-37.9pp |
| Annual return | -5.70% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $152 | $2,169-93.0% | $5,298-97.1% | $2,111-92.8% |
| Participant deferral / active EE | $833 | $2,392-65.2% | $5,081-83.6% | $3,350-75.1% |
| Admin fee / account holder | $28 | $438-93.5% | $13,411-99.8% | $521-94.5% |