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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,928 |
TPA CORPORATION3 years Filed as: TPA TIME OF FEE WITHDRAWAL Service code 15 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Recordkeeping | $875 |
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 | $39,279 | $63,442-38.1% | $68,791-42.9% | $66,914-41.3% |
| Participation rate | 42.4% | 60.0%-17.5pp | 69.0%-26.6pp | 69.8%-27.4pp |
| Annual return | -13.11% | -8.29%-4.8pp | -6.38%-6.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,869 | $1,775+5.3% | $2,655-29.6% | $2,544-26.6% |
| Participant deferral / active EE | $2,150 | $2,945-27.0% | $3,941-45.4% | $4,237-49.3% |
| Admin fee / account holder | $232 | $577-59.8% | $4,932-95.3% | $593-60.9% |