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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,890 |
Service code 27 211 W EDGEWOOD STE 300 · FRIENDSWOOD, TX 77546 | Advisory (Plan) | $5,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,047 | $41,078-85.3% | $80,569-92.5% | $71,457-91.5% |
| Participation rate | 43.8% | 50.2%-6.4pp | 67.0%-23.2pp | 67.9%-24.1pp |
| Annual return | 19.12% | 38.45%-19.3pp | 935.43%-916.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,113 | $2,699-58.8% | $4,447-75.0% | $4,289-74.1% |
| Admin fee / account holder | $97 | $1,840-94.7% | $5,377-98.2% | $1,587-93.9% |