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 Filed as: LINCOLN NANTIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $17,792 |
EGPS1 year Filed as: EGPS, INC. Service code 15 · EIN 13-3180178 | Recordkeeping | $9,044 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,593 | $46,173-42.4% | $170,442-84.4% | $69,631-61.8% |
| Participation rate | 32.8% | 63.9%-31.1pp | 83.6%-50.8pp | 70.7%-37.9pp |
| Annual return | 15.49% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $312 | $1,610-80.6% | $5,433-94.3% | $2,032-84.6% |
| Participant deferral / active EE | $657 | $2,080-68.4% | $4,939-86.7% | $3,224-79.6% |
| Admin fee / account holder | $293 | $116+152.6% | $13,880-97.9% | $110+165.2% |