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 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $19,134 |
Filed as: ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $1,260 |
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).
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 | $24,058 | $73,102-67.1% | $123,544-80.5% | $56,287-57.3% |
| Participation rate | 56.9% | 74.3%-17.4pp | 82.3%-25.4pp | 69.9%-12.9pp |
| Annual return | -6.17% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,158 | $5,423+13.6% | $6,426-4.2% | $3,350+83.8% |
| Admin fee / account holder | $155 | $554-72.1% | $9,284-98.3% | $521-70.3% |