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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,334 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,667 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,364 | $50,815-34.3% | $155,509-78.5% | $77,643-57.0% |
| Participation rate | 30.8% | 63.1%-32.3pp | 78.2%-47.4pp | 70.6%-39.7pp |
| Annual return | 11.80% | 34.80%-23.0pp | 64.67%-52.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,003 | $2,822-64.5% | $5,626-82.2% | $4,647-78.4% |
| Admin fee / account holder | $178 | $437-59.1% | $15,912-98.9% | $430-58.6% |