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 CORPORATION9+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $143,915 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 10 · EIN 45-4208939 555 GOFFLE ROAD, SUITE 200 · RIDGEWOOD, NJ 07451 | Accounting | $56,887 |
PFK O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 1 CORPORATE DRIVE, STE. 725 · SHELTON, CT 06484 | Accounting | $20,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $39,986 | $73,283-45.4% | $155,509-74.3% | $106,382-62.4% |
| Participation rate | 18.3% | 73.3%-55.0pp | 78.2%-59.9pp | 69.9%-51.6pp |
| Annual return | 19.25% | 15.77%+3.5pp | 64.67%-45.4pp | 17.37%+1.9pp |
| Employer contribution / active EE | $126 | $2,247-94.4% | $4,672-97.3% | $3,364-96.2% |
| Participant deferral / active EE | $720 | $4,580-84.3% | $5,626-87.2% | $5,569-87.1% |
| Admin fee / account holder | $75 | $56+33.3% | $15,912-99.5% | $79-5.6% |