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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,930 |
SYM FINANCIAL CORPORATION5+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $15,250 |
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.)
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 | $25,513 | $52,953-51.8% | $172,739-85.2% | $65,185-60.9% |
| Participation rate | 58.8% | 66.2%-7.4pp | 82.6%-23.9pp | 70.2%-11.4pp |
| Annual return | 16.98% | 30.12%-13.1pp | 802.84%-785.9pp | 29.38%-12.4pp |
| Employer contribution / active EE | $932 | $2,190-57.4% | $5,143-81.9% | $2,177-57.2% |
| Participant deferral / active EE | $2,102 | $2,471-14.9% | $5,198-59.5% | $3,514-40.2% |
| Admin fee / account holder | $413 | $472-12.5% | $13,954-97.0% | $847-51.3% |