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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $13,431 |
Filed as: ENVEST RETIREMENT SOLUTIONS, LLC Service code 99 | Other Fees | $1,053 |
LIFETIME BENEFIT SOLUTIONS2 years Service code 13 · EIN 16-1171765 | Contract Administrator | $640 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SERVCIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,742 | $65,561+67.4% | $86,188+27.3% | $75,163+46.0% |
| Participation rate | 32.8% | 60.5%-27.7pp | 69.0%-36.2pp | 67.2%-34.4pp |
| Annual return | 11.91% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $806 | $1,553-48.1% | $2,380-66.1% | $2,670-69.8% |
| Participant deferral / active EE | $2,885 | $3,024-4.6% | $3,985-27.6% | $4,125-30.1% |
| Admin fee / account holder | $13,025 | $5,474+137.9% | $6,852+90.1% | $5,651+130.5% |