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 6-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,357 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $7,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,456 | $61,272-63.4% | $149,673-85.0% | $71,457-68.6% |
| Participation rate | 26.0% | 62.5%-36.5pp | 78.8%-52.7pp | 67.9%-41.9pp |
| Annual return | 18.39% | 35.85%-17.5pp | 134.42%-116.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $983 | $2,378-58.7% | $4,818-79.6% | $2,588-62.0% |
| Participant deferral / active EE | $2,489 | $2,917-14.7% | $5,680-56.2% | $4,289-42.0% |
| Admin fee / account holder | $459 | $1,261-63.6% | $13,210-96.5% | $1,587-71.1% |