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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $232,643 |
HANYS BENEFIT SERVICES6 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $120,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,009 | $50,127+37.7% | $149,673-53.9% | $80,160-13.9% |
| Participation rate | 50.7% | 64.3%-13.5pp | 78.8%-28.0pp | 72.9%-22.2pp |
| Annual return | 17.22% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $81 | $1,865-95.7% | $4,818-98.3% | $2,978-97.3% |
| Participant deferral / active EE | $4,263 | $3,194+33.5% | $5,680-24.9% | $5,017-15.0% |
| Admin fee / account holder | $94 | $153-38.4% | $13,210-99.3% | $145-35.1% |