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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,680 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 1300 S CLINTON ST, STE 150 · FORT WAYNE, IN 46802 | Advisory (Participants) | $19,827 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $14,753 |
Service code 26 · EIN 26-4311657 6300 BRIDGE POINT PKWAY · AUSTIN, TX 78730 | Advisory (Participants) | $1,926 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,429 | $72,607-23.7% | $90,749-38.9% | $66,914-17.2% |
| Participation rate | 35.2% | 73.7%-38.5pp | 75.7%-40.5pp | 69.8%-34.6pp |
| Annual return | -17.83% | -12.28%-5.5pp | -12.16%-5.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,694 | $3,977-32.3% | $4,564-41.0% | $4,237-36.4% |
| Admin fee / account holder | $285 | $707-59.7% | $8,445-96.6% | $593-52.0% |