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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,847 |
SPECTOR, FOO, WEISSMAN, LLP3 years Service code 10 · EIN 11-3126567 | Accounting | $15,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,471 | $95,388-91.1% | $125,339-93.2% | $77,904-89.1% |
| Participation rate | 69.9% | 78.6%-8.7pp | 82.4%-12.4pp | 73.7%-3.7pp |
| Annual return | -11.04% | 116.19%-127.2pp | 572.05%-583.1pp | 12.21%-23.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,655 | $7,711-78.5% | $7,446-77.8% | $4,806-65.6% |
| Admin fee / account holder | $42 | $119-64.9% | $10,010-99.6% | $133-68.5% |