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 CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $12,764 |
Service code 27 2011 RENAISSANCE BLVD STE 210 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $6,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,360 | $54,701-46.3% | $86,188-65.9% | $71,457-58.9% |
| Participation rate | 61.1% | 60.1%+1.0pp | 69.0%-7.8pp | 67.9%-6.8pp |
| Annual return | 15.99% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,281 | $1,265+1.2% | $2,380-46.2% | $2,588-50.5% |
| Participant deferral / active EE | $2,201 | $3,108-29.2% | $3,985-44.8% | $4,289-48.7% |
| Admin fee / account holder | $197 | $1,922-89.7% | $6,852-97.1% | $1,587-87.6% |