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 CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S. CLINTON ROAD · FORT WAYNE, IN 468012248 | Contract Administrator | $19,829 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $1,575 |
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 | $49,968 | $56,317-11.3% | $71,209-29.8% | $74,304-32.8% |
| Participation rate | 45.0% | 55.1%-10.2pp | 73.8%-28.8pp | 60.3%-15.4pp |
| Annual return | 13.00% | 42.83%-29.8pp | 282.51%-269.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,106 | $2,160-48.8% | $2,721-59.4% | $2,241-50.7% |
| Participant deferral / active EE | $1,661 | $2,788-40.4% | $4,175-60.2% | $3,767-55.9% |
| Admin fee / account holder | $200 | $2,290-91.3% | $5,349-96.3% | $2,969-93.3% |