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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FORT WAYNE, IN 468022248 | Contract Administrator | $24,767 |
DAN GAIPA2+ years Filed as: DAN DANGEL Service code 10 3268 GOVERNOR DR., #295 · SAN DIEGO, CA 92122 | Accounting | $10,241 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFITS UNLIMITED Service code 37 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Loan Processing | $5,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $31,782 | $52,884-39.9% | $84,750-62.5% | $55,167-42.4% |
| Participation rate | 38.7% | 67.5%-28.9pp | 76.6%-37.9pp | 69.0%-30.3pp |
| Annual return | 2.67% | 18.03%-15.4pp | 22.78%-20.1pp | 169.23%-166.6pp |
| Employer contribution / active EE | $6,117 | $2,233+173.9% | $3,574+71.1% | $1,963+211.7% |
| Participant deferral / active EE | $608 | $2,644-77.0% | $3,712-83.6% | $3,054-80.1% |
| Admin fee / account holder | $672 | $581+15.7% | $5,332-87.4% | $504+33.3% |