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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $304,996 |
HANYS BENEFIT SERVICES4 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $122,092 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,752 | $67,512+9.2% | $185,823-60.3% | $93,030-20.7% |
| Participation rate | 53.3% | 67.1%-13.8pp | 81.7%-28.4pp | 73.9%-20.6pp |
| Annual return | 13.56% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,769 | $3,035+24.2% | $5,568-32.3% | $4,562-17.4% |
| Admin fee / account holder | $131 | $318-58.7% | $16,237-99.2% | $152-13.5% |