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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $37,653 |
BKD, LLP3+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,475 | $71,192-16.5% | $117,854-49.5% | $62,292-4.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 13.04% | 18.66%-5.6pp | 335.08%-322.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $712 | $1,934-63.2% | $3,786-81.2% | $2,042-65.1% |
| Participant deferral / active EE | $2,167 | $3,189-32.0% | $4,482-51.6% | $3,169-31.6% |
| Admin fee / account holder | $595 | $587+1.3% | $8,020-92.6% | $479+24.1% |