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 CORPORATION3 years Service code 13 · EIN 31-1140070 | Contract Administrator | $59,614 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR AND ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $10,504 |
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 | $29,826 | $99,078-69.9% | $96,544-69.1% | $74,419-59.9% |
| Participation rate | 71.7% | 80.7%-9.0pp | 76.0%-4.3pp | 70.7%+0.9pp |
| Annual return | 18.37% | 22.48%-4.1pp | 25.84%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,589 | $2,570+0.7% | $2,965-12.7% | $2,637-1.8% |
| Participant deferral / active EE | $2,600 | $4,933-47.3% | $4,851-46.4% | $4,528-42.6% |
| Admin fee / account holder | $157 | $225-30.0% | $8,252-98.1% | $348-54.8% |