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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $97,903 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $32,137 |
SMITH & DOWNEY2 years Service code 16 · EIN 52-1839270 | Consulting | $5,303 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,359 | $84,948-66.6% | $70,449-59.7% | $73,409-61.4% |
| Participation rate | 67.2% | 79.9%-12.8pp | 75.1%-7.9pp | 72.2%-5.0pp |
| Annual return | 6.04% | 13.39%-7.3pp | 109.03%-103.0pp | 59.29%-53.3pp |
| Employer contribution / active EE | $1,566 | $2,834-44.7% | $2,737-42.8% | $2,234-29.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $191 | $98+94.6% | $3,845-95.0% | $158+20.9% |