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 10-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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,071 |
APPLIED PLAN ADMINISTRATORS LLC8+ years Service code 15 · EIN 46-5761416 | Recordkeeping | $1,109 |
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 | $8,992 | $48,265-81.4% | $68,791-86.9% | $68,494-86.9% |
| Participation rate | 4.6% | 60.7%-56.1pp | 69.0%-64.4pp | 67.9%-63.3pp |
| Annual return | -16.64% | -12.71%-3.9pp | -6.38%-10.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $425 | $2,867-85.2% | $3,941-89.2% | $4,027-89.4% |
| Admin fee / account holder | $199 | $4,355-95.4% | $4,932-96.0% | $5,403-96.3% |