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 CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, SC 468012248 | Contract Administrator | $21,554 |
3G RETIREMENT SERVICES, LLC2 years Filed as: 3G RETIREMENT SERVICES LLC Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $2,250 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,657 | $52,953-45.9% | $172,739-83.4% | $65,185-56.0% |
| Participation rate | 53.4% | 66.2%-12.8pp | 82.6%-29.3pp | 70.2%-16.8pp |
| Annual return | 22.67% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $787 | $2,190-64.1% | $5,143-84.7% | $2,177-63.8% |
| Participant deferral / active EE | $2,064 | $2,471-16.5% | $5,198-60.3% | $3,514-41.3% |
| Admin fee / account holder | $195 | $472-58.7% | $13,954-98.6% | $847-77.0% |