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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $109,404 |
HANYS BENEFIT SERVICES1 year Service code 27 · EIN 14-1764768 | Advisory (Plan) | $82,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,151 | $45,382-4.9% | $154,107-72.0% | $75,289-42.7% |
| Participation rate | 56.5% | 65.9%-9.4pp | 83.0%-26.5pp | 72.4%-15.9pp |
| Annual return | -4.04% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,655 | $2,384+53.3% | $5,081-28.1% | $3,739-2.2% |
| Admin fee / account holder | $104 | $89+16.9% | $13,411-99.2% | $102+2.1% |