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 8-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 1300 S. CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $32,934 |
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES INC. Service code 15 · EIN 65-0158316 3150 S.W. 38'TH AVENUE, SUITE 900 · MIAMI, FL 33146 | Recordkeeping | $2,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $61,478 | $77,660-20.8% | $109,143-43.7% | $79,386-22.6% |
| Participation rate | 50.6% | 67.8%-17.2pp | 75.9%-25.3pp | 70.7%-20.1pp |
| Annual return | -24.06% | 23.44%-47.5pp | 25.75%-49.8pp | 116.85%-140.9pp |
| Employer contribution / active EE | $650 | $2,797-76.8% | $3,722-82.5% | $2,427-73.2% |
| Participant deferral / active EE | $2,443 | $3,518-30.5% | $4,653-47.5% | $4,046-39.6% |
| Admin fee / account holder | $340 | $732-53.6% | $6,752-95.0% | $626-45.8% |