See peer percentile detail. $4.99 for your first month.
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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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,558 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $9,497 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,552 | $47,456-20.9% | $172,739-78.3% | $77,787-51.7% |
| Participation rate | 51.8% | 66.3%-14.5pp | 82.6%-30.9pp | 73.2%-21.4pp |
| Annual return | 12.85% | 35.57%-22.7pp | 802.84%-790.0pp | 32.57%-19.7pp |
| Employer contribution / active EE | $753 | $1,574-52.2% | $5,143-85.4% | $2,504-69.9% |
| Participant deferral / active EE | $1,860 | $2,560-27.3% | $5,198-64.2% | $3,967-53.1% |
| Admin fee / account holder | $11 | $81-86.4% | $13,954-99.9% | $100-89.0% |