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 CORPORATION4 years Service code 13 · EIN 31-1140070 | Contract Administrator | $78,809 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR AND ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $13,150 |
Filed as: BLUE & CO, LLC Service code 27 · EIN 35-1178661 | Advisory (Plan) | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,298 | $88,890-60.3% | $102,423-65.5% | $77,643-54.5% |
| Participation rate | 66.7% | 80.9%-14.2pp | 76.5%-9.8pp | 70.6%-3.8pp |
| Annual return | 14.38% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,353 | $2,698-12.8% | $3,023-22.2% | $2,726-13.7% |
| Participant deferral / active EE | $2,613 | $5,145-49.2% | $5,053-48.3% | $4,647-43.8% |
| Admin fee / account holder | $207 | $235-12.2% | $9,451-97.8% | $430-52.0% |