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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,422 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP Service code 15 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 700620000 | Recordkeeping | $5,892 |
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.)
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).
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 | $47,343 | $35,986+31.6% | $77,482-38.9% | $73,488-35.6% |
| Participation rate | 19.1% | 40.8%-21.7pp | 54.2%-35.0pp | 70.7%-51.5pp |
| Annual return | 11.56% | 19.26%-7.7pp | 54.79%-43.2pp | 28.51%-17.0pp |
| Employer contribution / active EE | $126 | $557-77.4% | $986-87.2% | $2,270-94.5% |
| Participant deferral / active EE | $498 | $1,198-58.4% | $1,861-73.2% | $3,740-86.7% |
| Admin fee / account holder | $357 | $466-23.3% | $2,858-87.5% | $513-30.3% |