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 5-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 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $16,631 |
THE ROSE FINANCIAL GROUP LLC4 years Service code 15 · EIN 35-2130755 6602 E 75TH ST STE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $4,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,958 | $55,415-69.4% | $155,509-89.1% | $74,495-77.2% |
| Participation rate | 50.7% | 61.9%-11.2pp | 78.2%-27.5pp | 67.2%-16.5pp |
| Annual return | 10.72% | 268.50%-257.8pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,390 | $2,267-38.7% | $4,672-70.2% | $2,623-47.0% |
| Participant deferral / active EE | $2,186 | $2,836-22.9% | $5,626-61.1% | $4,346-49.7% |
| Admin fee / account holder | $133 | $1,738-92.4% | $15,912-99.2% | $1,942-93.2% |