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 |
|---|---|---|
LIFETIME BENEFIT SOLUTIONS3+ years Service code 15 · EIN 16-1171765 | Recordkeeping | $6,288 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,314 | $64,909-13.2% | $82,313-31.6% | $62,292-9.6% |
| Participation rate | 69.5% | 74.9%-5.4pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 18.99% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $439 | $1,676-73.8% | $2,428-81.9% | $2,042-78.5% |
| Participant deferral / active EE | $2,045 | $3,103-34.1% | $3,706-44.8% | $3,169-35.5% |
| Admin fee / account holder | $77 | $440-82.5% | $5,608-98.6% | $479-83.9% |