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 35-0472300 | Contract Administrator | $57,328 |
WINNOW WEALTH, LLC2 years Service code 26 · EIN 87-2334687 | Advisory (Participants) | $35,302 |
MY BENEFITS, LLC9+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $30,810 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,826 |
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 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 | $56,530 | $47,126+20.0% | $149,673-62.2% | $74,419-24.0% |
| Participation rate | 68.9% | 63.4%+5.5pp | 78.8%-9.9pp | 70.7%-1.8pp |
| Annual return | 15.48% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,180 | $1,905+66.9% | $4,818-34.0% | $2,637+20.6% |
| Participant deferral / active EE | $2,513 | $2,728-7.9% | $5,680-55.8% | $4,528-44.5% |
| Admin fee / account holder | $254 | $343-25.9% | $13,210-98.1% | $348-27.0% |