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 | Contract Administrator | $82,082 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 16 · EIN 75-2393478 | Consulting | $22,571 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,990 | $67,512-88.2% | $185,823-95.7% | $93,030-91.4% |
| Participation rate | 74.9% | 67.1%+7.8pp | 81.7%-6.8pp | 73.9%+1.0pp |
| Annual return | 18.29% | 21.04%-2.7pp | 122.05%-103.8pp | 158.70%-140.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,801 | $3,035-40.7% | $5,568-67.7% | $4,562-60.5% |
| Admin fee / account holder | $70 | $318-78.0% | $16,237-99.6% | $152-54.0% |