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 |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,851 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON ST., SUITE 150 · FORT WAYNE, IN 46802 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,347 | $89,355+2.2% | $141,162-35.3% | $72,985+25.2% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 22.53% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,093 | $3,114-64.9% | $4,735-76.9% | $2,440-55.2% |
| Participant deferral / active EE | $4,958 | $5,418-8.5% | $6,709-26.1% | $3,607+37.4% |
| Admin fee / account holder | $421 | $5,958-92.9% | $10,261-95.9% | $5,124-91.8% |