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 5-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 31-1140070 | Contract Administrator | $49,250 |
MCGREGOR & ASSOCIATES, INC.2 years Filed as: MCGREGOR AND ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $6,177 |
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 | $21,792 | $72,254-69.8% | $86,677-74.9% | $64,808-66.4% |
| Participation rate | 73.0% | 80.4%-7.4pp | 76.6%-3.6pp | 71.5%+1.5pp |
| Annual return | -12.68% | 392.42%-405.1pp | 35.91%-48.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,606 | $2,393+8.9% | $2,836-8.1% | $2,506+4.0% |
| Participant deferral / active EE | $2,325 | $4,658-50.1% | $4,656-50.1% | $4,310-46.1% |
| Admin fee / account holder | $122 | $174-29.8% | $7,493-98.4% | $188-35.0% |