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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP1+ years Filed as: LINSCO/PRIVATE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $49,823 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,491 |
ELDRIDGE INVESTMENT ADVISORS1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,601 | $37,117+84.8% | $147,614-53.5% | $55,191+24.3% |
| Participation rate | 48.2% | 63.6%-15.4pp | 84.6%-36.5pp | 69.2%-21.0pp |
| Annual return | 0.66% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,170 | $1,620-27.8% | $5,564-79.0% | $1,899-38.4% |
| Participant deferral / active EE | $2,411 | $1,985+21.4% | $4,895-50.7% | $3,046-20.9% |
| Admin fee / account holder | $268 | $86+213.8% | $11,611-97.7% | $91+195.8% |