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 CORPORATION6 years Service code 15 · EIN 35-0472300 | Recordkeeping | $72,301 |
Service code 14 · EIN 62-1038805 | Plan Administrator | $24,028 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,751 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,875 | $31,741-12.2% | $56,411-50.6% | $199,593-86.0% |
| Participation rate | 21.6% | 32.3%-10.7pp | 52.5%-30.9pp | 72.0%-50.4pp |
| Annual return | 10.18% | 14.72%-4.5pp | 1701.33%-1691.2pp | 34.25%-24.1pp |
| Employer contribution / active EE | $316 | $508-37.8% | $1,039-69.6% | $3,034-89.6% |
| Participant deferral / active EE | $724 | $1,184-38.8% | $1,952-62.9% | $5,087-85.8% |
| Admin fee / account holder | $185 | $426-56.7% | $2,829-93.5% | $269-31.3% |