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 Service code 13 · EIN 35-1140070 | Contract Administrator | $18,097 |
BURKE & SCHINDLER, PLL1+ years Service code 15 · EIN 31-1452011 | Recordkeeping | $11,975 |
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 | $23,324 | $39,245-40.6% | $64,105-63.6% | $52,331-55.4% |
| Participation rate | 84.9% | 58.2%+26.7pp | 68.2%+16.7pp | 68.1%+16.8pp |
| Annual return | -2.16% | 14.79%-16.9pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $3,186 | $736+332.7% | $1,820+75.0% | $1,882+69.3% |
| Participant deferral / active EE | $1,213 | $1,992-39.1% | $2,822-57.0% | $3,022-59.8% |
| Admin fee / account holder | $102 | $592-82.8% | $4,499-97.7% | $592-82.8% |