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 9-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 |
|---|---|---|
JOSEPH BARRY CO LLC10+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Advisory (Plan) | $0 |
NATIONWIDE4 years Filed as: NATIONWIDE FINANCIAL SERVICES INC. Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,955 | $50,815+14.1% | $155,509-62.7% | $77,643-25.4% |
| Participation rate | 26.7% | 63.1%-36.4pp | 78.2%-51.5pp | 70.6%-43.9pp |
| Annual return | 10.75% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $618 | $1,993-69.0% | $4,672-86.8% | $2,726-77.3% |
| Participant deferral / active EE | $1,176 | $2,822-58.3% | $5,626-79.1% | $4,647-74.7% |
| Admin fee / account holder | $429 | $437-1.7% | $15,912-97.3% | $430-0.3% |