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 9-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 CORPORATION4+ years Service code 49 · EIN 35-0472300 | Other Services | $10,372 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $17,725 | $47,922-63.0% | $75,886-76.6% | $65,185-72.8% |
| Participation rate | 15.9% | 63.0%-47.0pp | 69.3%-53.3pp | 70.2%-54.3pp |
| Annual return | 20.48% | 24.12%-3.6pp | 30.76%-10.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $285 | $1,557-81.7% | $2,500-88.6% | $2,177-86.9% |
| Participant deferral / active EE | $438 | $2,550-82.8% | $3,603-87.8% | $3,514-87.5% |
| Admin fee / account holder | $152 | $532-71.4% | $5,418-97.2% | $847-82.0% |