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 Filed as: LINCOLN NATIONAL CORPORATON Service code 13 · EIN 35-1140070 | Contract Administrator | $28,614 |
SAGEPOINT FINANCIAL INC5+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,938 | $51,620+2.6% | $90,281-41.4% | $65,185-18.8% |
| Participation rate | 42.0% | 68.6%-26.6pp | 73.3%-31.2pp | 70.2%-28.2pp |
| Annual return | 22.04% | 24.94%-2.9pp | 78.10%-56.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,251 | $2,871-56.4% | $3,885-67.8% | $3,514-64.4% |
| Admin fee / account holder | $245 | $384-36.4% | $5,351-95.4% | $847-71.1% |