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 35-0472300 | Contract Administrator | $31,472 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL CO Service code 10 · EIN 22-1430039 | Accounting | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,915 | $62,928-42.9% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 26.2% | 64.5%-38.3pp | 82.6%-56.5pp | 71.3%-45.1pp |
| Annual return | 10.46% | 30.36%-19.9pp | 802.84%-792.4pp | 378.56%-368.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $648 | $2,145-69.8% | $5,198-87.5% | $3,539-81.7% |
| Admin fee / account holder | $633 | $167+280.0% | $13,954-95.5% | $142+345.0% |