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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP5+ years Filed as: LINSCO/PRIVATE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $60,321 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,110 | $62,928+11.4% | $172,739-59.4% | $67,579+3.7% |
| Participation rate | 56.4% | 64.5%-8.1pp | 82.6%-26.3pp | 71.3%-14.9pp |
| Annual return | 18.84% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,262 | $1,636-22.9% | $5,143-75.5% | $2,148-41.2% |
| Participant deferral / active EE | $2,442 | $2,145+13.9% | $5,198-53.0% | $3,539-31.0% |
| Admin fee / account holder | $197 | $167+18.4% | $13,954-98.6% | $142+38.7% |