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 | Contract Administrator | $12,355 |
WOLFE RESEARCH4+ years Filed as: WOLFE MCDUFF & OPPIE CPA Service code 27 3103 PASCAGOULA ST · PASCAGOULA, MS 39567 | Advisory (Plan) | $6,000 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP Service code 15 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 700620000 | Recordkeeping | $5,843 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,766 | $25,302+61.1% | $74,701-45.4% | $67,579-39.7% |
| Participation rate | 16.1% | 37.8%-21.7pp | 54.5%-38.3pp | 71.3%-55.1pp |
| Annual return | 18.60% | 10291.17%-10272.6pp | 752.92%-734.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $107 | $446-76.0% | $1,084-90.1% | $2,148-95.0% |
| Participant deferral / active EE | $417 | $954-56.2% | $1,964-78.7% | $3,539-88.2% |
| Admin fee / account holder | $467 | $108+333.9% | $3,333-86.0% | $142+228.3% |