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 35-0472300 | Contract Administrator | $70,715 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,729 | $47,126-43.3% | $149,673-82.1% | $74,419-64.1% |
| Participation rate | 72.4% | 63.4%+9.0pp | 78.8%-6.3pp | 70.7%+1.7pp |
| Annual return | 14.45% | 22.75%-8.3pp | 134.42%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $107 | $1,905-94.4% | $4,818-97.8% | $2,637-95.9% |
| Participant deferral / active EE | $726 | $2,728-73.4% | $5,680-87.2% | $4,528-84.0% |
| Admin fee / account holder | $57 | $343-83.4% | $13,210-99.6% | $348-83.6% |