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 | $20,641 |
DOLINKA VANNOORD & CO PLLP2 years Filed as: DOLINKA, VANNOORD & CO., PLLP CPA Service code 10 · EIN 38-2426290 | Accounting | $10,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,110 | $55,416-89.0% | $75,972-92.0% | $77,643-92.1% |
| Participation rate | 46.4% | 63.6%-17.2pp | 69.1%-22.7pp | 70.6%-24.2pp |
| Annual return | 16.98% | 17.07%-0.1pp | 359.55%-342.6pp | 31.24%-14.3pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,143 | $3,447-66.8% | $4,255-73.1% | $4,647-75.4% |
| Admin fee / account holder | $121 | $414-70.7% | $6,467-98.1% | $430-71.9% |