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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68,683 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $1,134 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE · STRATHAM, NH 038852487 | Contract Administrator | $300 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 81-1939215 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,074 | $55,453-27.7% | $170,442-76.5% | $62,292-35.7% |
| Participation rate | 22.6% | 66.4%-43.7pp | 83.6%-61.0pp | 69.5%-46.9pp |
| Annual return | 12.19% | 21.38%-9.2pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $193 | $2,164-91.1% | $5,433-96.5% | $2,042-90.6% |
| Participant deferral / active EE | $876 | $2,303-62.0% | $4,939-82.3% | $3,169-72.4% |
| Admin fee / account holder | $3 | $455-99.4% | $13,880-100.0% | $479-99.5% |