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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,239 |
SMITH & DOWNEY6 years Service code 29 · EIN 52-1839270 | Legal | $17,530 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $17,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,294 | $91,762-61.5% | $67,502-47.7% | $77,643-54.5% |
| Participation rate | 64.4% | 75.9%-11.5pp | 72.9%-8.5pp | 70.6%-6.2pp |
| Annual return | 13.26% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $864 | $3,181-72.8% | $2,731-68.3% | $2,726-68.3% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $205 | $176+16.6% | $3,998-94.9% | $430-52.3% |