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 7-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,631 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,895 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,668 | $56,095-32.8% | $178,490-78.9% | $90,288-58.3% |
| Participation rate | 21.8% | 65.6%-43.8pp | 81.9%-60.1pp | 73.4%-51.6pp |
| Annual return | 12.30% | 28.81%-16.5pp | 151.07%-138.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,016 | $2,669-61.9% | $5,202-80.5% | $4,232-76.0% |
| Admin fee / account holder | $199 | $101+98.2% | $13,984-98.6% | $114+74.9% |