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 5-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 | Contract Administrator | $17,322 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES LLC Service code 15 6322 DEANE HILL DRIVE STE 201 · KNOXVILLE, TN 379194901 | Recordkeeping | $9,729 |
TPA CORPORATION1 year Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 | Recordkeeping | $5,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $7,886,362 | $98,982+7867.5% | $162,163+4763.2% | $65,185+11998.5% |
| Participation rate | 0.0% | 85.8%-85.8pp | 87.6%-87.6pp | 70.2%-70.2pp |
| Annual return | 18.72% | 24.84%-6.1pp | 115.59%-96.9pp | 29.38%-10.7pp |
| Employer contribution / active EE | $4,356 | $3,467+25.7% | $5,614-22.4% | $2,177+100.1% |
| Participant deferral / active EE | $4,394 | $5,384-18.4% | $7,298-39.8% | $3,514+25.0% |
| Admin fee / account holder | $8,091 | $596+1256.7% | $10,843-25.4% | $847+855.1% |