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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $7,990 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $625 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,023 | $46,292-30.8% | $143,757-77.7% | $64,808-50.6% |
| Participation rate | 75.5% | 64.2%+11.3pp | 80.3%-4.8pp | 71.5%+4.1pp |
| Annual return | -11.24% | -10.05%-1.2pp | -0.04%-11.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $1,034 | $1,910-45.9% | $4,951-79.1% | $2,506-58.7% |
| Participant deferral / active EE | $4,100 | $2,646+55.0% | $5,637-27.3% | $4,310-4.9% |
| Admin fee / account holder | $20 | $154-87.2% | $14,673-99.9% | $188-89.6% |