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 CORPORATION10+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $126,893 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 10 · EIN 45-4208939 555 GOFFLE ROAD, SUITE 200 · RIDGEWOOD, NJ 07451 | Accounting | $56,229 |
PFK O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 1 CORPORATE DRIVE, STE. 725 · SHELTON, CT 06484 | Accounting | $44,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,729 | $57,610-17.2% | $154,803-69.2% | $102,872-53.6% |
| Participation rate | 26.4% | 59.5%-33.1pp | 78.1%-51.7pp | 73.0%-46.6pp |
| Annual return | 8.48% | 30.49%-22.0pp | 58.88%-50.4pp | 19.06%-10.6pp |
| Employer contribution / active EE | $125 | $1,883-93.4% | $4,305-97.1% | $3,526-96.5% |
| Participant deferral / active EE | $1,387 | $2,914-52.4% | $5,540-75.0% | $5,535-74.9% |
| Admin fee / account holder | $94 | $368-74.4% | $14,329-99.3% | $292-67.8% |