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 CORPORATION1+ years Filed as: LINCOLN NATIONAL CORPORATON Service code 13 · EIN 35-1140070 | Contract Administrator | $20,389 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES CORP Service code 26 STE 1100 · ATLANTA, GA 30339 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,143 | $41,854+5.5% | $73,843-40.2% | $52,331-15.6% |
| Participation rate | 37.4% | 66.2%-28.9pp | 73.4%-36.1pp | 68.1%-30.7pp |
| Annual return | -0.34% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $976 | $2,498-60.9% | $3,583-72.8% | $3,022-67.7% |
| Admin fee / account holder | $224 | $493-54.5% | $4,880-95.4% | $592-62.1% |