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 CORPORATION5+ years Service code 49 · EIN 35-0472300 | Other Services | $11,222 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,706 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,130 | $55,636-63.8% | $81,983-75.4% | $73,488-72.6% |
| Participation rate | 18.1% | 62.3%-44.2pp | 69.2%-51.1pp | 70.7%-52.6pp |
| Annual return | 13.42% | 19.07%-5.6pp | 41.31%-27.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $355 | $1,625-78.1% | $2,498-85.8% | $2,270-84.3% |
| Participant deferral / active EE | $511 | $2,762-81.5% | $3,722-86.3% | $3,740-86.3% |
| Admin fee / account holder | $162 | $493-67.2% | $5,664-97.1% | $513-68.5% |