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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 33 106 CONNECTICUT AVE. · GREER, SC 29650 | Securities brokerage; Securities brok... | $29,636 |
THIRD PARTY ADMINISTRATORS, INC.4+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $4,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,660 | $58,083+40.6% | $80,019+2.0% | $56,287+45.1% |
| Participation rate | 43.5% | 73.6%-30.1pp | 75.8%-32.4pp | 69.9%-26.4pp |
| Annual return | -7.56% | 34.61%-42.2pp | 11.22%-18.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,403 | $1,932-27.4% | $2,468-43.2% | $2,111-33.5% |
| Participant deferral / active EE | $3,074 | $3,135-2.0% | $3,686-16.6% | $3,350-8.2% |
| Admin fee / account holder | $554 | $623-11.1% | $6,521-91.5% | $521+6.3% |