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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,369 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $10,000 |
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.
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 | $42,574 | $65,061-34.6% | $143,757-70.4% | $66,914-36.4% |
| Participation rate | 24.6% | 65.2%-40.6pp | 80.3%-55.7pp | 69.8%-45.2pp |
| Annual return | -8.33% | -11.14%+2.8pp | -0.04%-8.3pp | 1.58%-9.9pp |
| Employer contribution / active EE | $475 | $2,361-79.9% | $4,951-90.4% | $2,544-81.3% |
| Participant deferral / active EE | $730 | $2,919-75.0% | $5,637-87.1% | $4,237-82.8% |
| Admin fee / account holder | $80 | $502-84.0% | $14,673-99.5% | $593-86.4% |