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 ST · FORT WAYNE, SC 468012248 | Contract Administrator | $25,873 |
3G RETIREMENT SERVICES, LLC3 years Filed as: 3G RETIREMENT SERVICES LLC Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $2,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,533 | $58,879-39.7% | $178,490-80.1% | $73,488-51.6% |
| Participation rate | 56.8% | 66.2%-9.4pp | 81.9%-25.1pp | 70.7%-13.8pp |
| Annual return | 12.62% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,037 | $2,236-53.6% | $5,011-79.3% | $2,270-54.3% |
| Participant deferral / active EE | $2,565 | $2,567-0.1% | $5,202-50.7% | $3,740-31.4% |
| Admin fee / account holder | $222 | $400-44.6% | $13,984-98.4% | $513-56.8% |