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 CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 106 CONNECTICUT AVE. · GREER, SC 29650 | Securities brokerage; Securities brok... | $22,556 |
THIRD PARTY ADMINISTRATORS, INC.2+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $3,150 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $394 |
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 | $68,635 | $56,629+21.2% | $77,999-12.0% | $55,167+24.4% |
| Participation rate | 46.0% | 73.3%-27.3pp | 75.5%-29.6pp | 69.0%-23.0pp |
| Annual return | 10.52% | 2866.98%-2856.5pp | 425.96%-415.4pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,228 | $1,723-28.7% | $2,470-50.3% | $1,963-37.4% |
| Participant deferral / active EE | $2,436 | $2,777-12.3% | $3,497-30.3% | $3,054-20.2% |
| Admin fee / account holder | $266 | $467-43.1% | $5,480-95.2% | $504-47.3% |