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 |
|---|---|---|
FUST CHARLES CHAMBERS LLP2+ years Filed as: FUST CHARLES CHAMBER LLP Service code 10 · EIN 16-1226221 | Accounting | $6,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,541 | $36,916-47.1% | $156,549-87.5% | $57,658-66.1% |
| Participation rate | 46.3% | 63.4%-17.1pp | 84.0%-37.7pp | 70.2%-23.9pp |
| Annual return | 8.26% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,042 | $1,926-45.9% | $4,871-78.6% | $3,061-66.0% |
| Admin fee / account holder | $2 | $82-97.2% | $13,027-100.0% | $95-97.6% |