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 Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $29,191 |
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 | Contract Administrator | $5,518 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,795 | $98,750-74.9% | $149,696-83.4% | $79,858-69.0% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.6pp |
| Annual return | 16.13% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,692 | $3,216-47.4% | $4,644-63.6% | $2,471-31.5% |
| Participant deferral / active EE | $1,929 | $5,680-66.0% | $6,842-71.8% | $3,740-48.4% |
| Admin fee / account holder | $304 | $6,053-95.0% | $9,309-96.7% | $5,306-94.3% |