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 1300 S. CLINTON ROAD · FORT WAYNE, IN 468012248 | Contract Administrator | $16,019 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,037 | $60,323-32.0% | $81,812-49.8% | $74,495-44.9% |
| Participation rate | 47.7% | 62.9%-15.2pp | 72.3%-24.6pp | 67.2%-19.5pp |
| Annual return | 25.05% | 16.90%+8.1pp | 773.79%-748.7pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $1,128 | $2,620-57.0% | $2,912-61.3% | $2,623-57.0% |
| Participant deferral / active EE | $1,748 | $3,387-48.4% | $4,319-59.5% | $4,346-59.8% |
| Admin fee / account holder | $174 | $1,486-88.3% | $7,386-97.6% | $1,942-91.0% |