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 CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $25,995 |
THE BENEFIT PRACTICE6 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,307 | $47,898-55.5% | $117,472-81.9% | $64,808-67.1% |
| Participation rate | 34.5% | 61.9%-27.3pp | 70.6%-36.0pp | 71.5%-36.9pp |
| Annual return | -14.89% | -15.54%+0.7pp | 29.74%-44.6pp | 32.82%-47.7pp |
| Employer contribution / active EE | $541 | $1,774-69.5% | $4,176-87.1% | $2,506-78.4% |
| Participant deferral / active EE | $1,712 | $3,151-45.7% | $4,070-57.9% | $4,310-60.3% |
| Admin fee / account holder | $151 | $132+14.4% | $5,645-97.3% | $188-19.7% |