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 |
|---|---|---|
Filed as: FIDELITY Service code 13 · EIN 04-3523567 | Contract Administrator | $16,958 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $728 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $599 |
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.
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 | $34,859 | $55,453-37.1% | $170,442-79.5% | $62,292-44.0% |
| Participation rate | 20.8% | 66.4%-45.6pp | 83.6%-62.8pp | 69.5%-48.7pp |
| Annual return | 8.96% | 21.38%-12.4pp | 205.93%-197.0pp | 28.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $639 | $2,303-72.3% | $4,939-87.1% | $3,169-79.8% |
| Admin fee / account holder | $193 | $455-57.6% | $13,880-98.6% | $479-59.7% |