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 35-1140070 | Contract Administrator | $45,217 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER PLLC Service code 64 · EIN 04-3499945 ONE LIBRARY LANE · KINGSTON, NH 03848 | Recordkeeping Fees | $7,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,475 | $37,196+35.7% | $154,107-67.2% | $55,725-9.4% |
| Participation rate | 8.6% | 64.1%-55.5pp | 83.0%-74.5pp | 70.9%-62.3pp |
| Annual return | -3.53% | 1319.68%-1323.2pp | 735.12%-738.6pp | 244.93%-248.5pp |
| Employer contribution / active EE | $115 | $1,614-92.9% | $5,298-97.8% | $2,078-94.5% |
| Participant deferral / active EE | $340 | $2,068-83.6% | $5,081-93.3% | $3,356-89.9% |
| Admin fee / account holder | $552 | $102+443.4% | $13,411-95.9% | $115+379.3% |