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 3-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 15 · EIN 35-0472300 | Recordkeeping | $46,218 |
THE BENEFIT PRACTICE2+ years Service code 99 · EIN 13-4144565 | Other Fees | $37,350 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 P.O. BOX 668 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $15,000 |
MORNINGSTAR1 year Service code 16 · EIN 36-3297908 22 W WASHINGTON ST · CHICAGO, IL 60602 | Consulting | $165 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,854 | $31,741-5.9% | $56,411-47.1% | $199,593-85.0% |
| Participation rate | 27.0% | 32.3%-5.3pp | 52.5%-25.5pp | 72.0%-45.0pp |
| Annual return | 24.37% | 14.72%+9.7pp | 1701.33%-1677.0pp | 34.25%-9.9pp |
| Employer contribution / active EE | $899 | $508+77.1% | $1,039-13.4% | $3,034-70.4% |
| Participant deferral / active EE | $1,623 | $1,184+37.1% | $1,952-16.8% | $5,087-68.1% |
| Admin fee / account holder | $111 | $426-74.1% | $2,829-96.1% | $269-58.9% |