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 Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $51,869 |
STRIEGEL KNOBLOCH & COMPANY, LLC9+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $3,000 |
SIKICH LLP3 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,686 | $49,693-36.2% | $70,515-55.1% | $74,419-57.4% |
| Participation rate | 48.5% | 64.7%-16.2pp | 68.3%-19.9pp | 70.7%-22.2pp |
| Annual return | 15.22% | 21.22%-6.0pp | 32.77%-17.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $500 | $1,773-71.8% | $2,973-83.2% | $2,637-81.0% |
| Participant deferral / active EE | $3,119 | $3,376-7.6% | $4,567-31.7% | $4,528-31.1% |
| Admin fee / account holder | $179 | $316-43.4% | $6,412-97.2% | $348-48.6% |