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 | $747 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $41 |
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 | $27,837 | $52,293-46.8% | $178,490-84.4% | $73,409-62.1% |
| Participation rate | 81.8% | 65.3%+16.4pp | 81.9%-0.1pp | 72.2%+9.6pp |
| Annual return | 31.29% | 34.75%-3.5pp | 151.07%-119.8pp | 59.29%-28.0pp |
| Employer contribution / active EE | $644 | $1,735-62.9% | $5,011-87.2% | $2,234-71.2% |
| Participant deferral / active EE | $3,099 | $2,332+32.9% | $5,202-40.4% | $3,805-18.6% |
| Admin fee / account holder | $2 | $127-98.6% | $13,984-100.0% | $158-98.8% |