Filed October 26, 2017
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 8-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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $204,391 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $57,104 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $164,264 | $62,544+162.6% | $129,207+27.1% | $199,593-17.7% |
| Participation rate | 26.4% | 56.8%-30.4pp | 69.6%-43.3pp | 72.0%-45.6pp |
| Annual return | 12.23% | 16.95%-4.7pp | 9417.33%-9405.1pp | 34.25%-22.0pp |
| Employer contribution / active EE | $335 | $2,394-86.0% | $4,153-91.9% | $3,034-89.0% |
| Participant deferral / active EE | $2,019 | $3,123-35.4% | $4,168-51.6% | $5,087-60.3% |
| Admin fee / account holder | $581 | $167+248.2% | $7,715-92.5% | $269+116.2% |