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 | $113,349 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $30,884 |
SMITH & DOWNEY3 years Service code 16 · EIN 52-1839270 | Consulting | $5,787 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,037 | $94,833-64.1% | $75,696-55.0% | $86,799-60.8% |
| Participation rate | 74.4% | 79.1%-4.7pp | 74.8%-0.5pp | 72.3%+2.1pp |
| Annual return | 24.07% | 16.91%+7.2pp | 104.53%-80.5pp | 97.91%-73.8pp |
| Employer contribution / active EE | $1,381 | $2,904-52.4% | $2,743-49.6% | $2,405-42.6% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $206 | $109+89.5% | $3,619-94.3% | $170+21.4% |