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 CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $19,843 |
PENSYS, INC.1+ years Service code 15 · EIN 68-0348235 | Recordkeeping | $10,959 |
Service code 27 · EIN 66-0493272 | Advisory (Plan) | $5,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,722 | $22,714-52.8% | $59,496-82.0% | $55,191-80.6% |
| Participation rate | 53.2% | 37.5%+15.7pp | 54.6%-1.4pp | 69.2%-16.0pp |
| Annual return | -2.34% | -44.01%+41.7pp | 182.05%-184.4pp | 10.78%-13.1pp |
| Employer contribution / active EE | $299 | $418-28.5% | $1,153-74.1% | $1,899-84.3% |
| Participant deferral / active EE | $800 | $843-5.1% | $1,829-56.3% | $3,046-73.7% |
| Admin fee / account holder | $123 | $83+47.2% | $2,232-94.5% | $91+35.2% |