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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $132,827 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $32,428 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 16 · EIN 39-0859910 | Consulting | $14,000 |
SMITH & DOWNEY4 years Service code 16 · EIN 52-1839270 | Consulting | $13,094 |
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 | $27,128 | $79,124-65.7% | $60,874-55.4% | $64,808-58.1% |
| Participation rate | 72.6% | 77.7%-5.1pp | 73.1%-0.5pp | 71.5%+1.1pp |
| Annual return | -14.57% | -7.13%-7.4pp | 16.90%-31.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,328 | $3,050-56.5% | $2,701-50.8% | $2,506-47.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $256 | $106+142.4% | $3,224-92.1% | $188+36.4% |