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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,357 |
Service code 17 · EIN 02-0336151 111 AMHERST ST. · MANCHESTER, NH 03101 | Pension Consulting | $15,245 |
Service code 64 · EIN 02-0327524 70 COMMERCIAL ST. · CONCORD, NH 03301 | Recordkeeping Fees | $7,850 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,486 | $52,293-5.4% | $178,490-72.3% | $73,409-32.6% |
| Participation rate | 7.6% | 65.3%-57.8pp | 81.9%-74.3pp | 72.2%-64.6pp |
| Annual return | 10.49% | 34.75%-24.3pp | 151.07%-140.6pp | 59.29%-48.8pp |
| Employer contribution / active EE | $98 | $1,735-94.4% | $5,011-98.0% | $2,234-95.6% |
| Participant deferral / active EE | $274 | $2,332-88.3% | $5,202-94.7% | $3,805-92.8% |
| Admin fee / account holder | $703 | $127+452.3% | $13,984-95.0% | $158+345.5% |