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 CORPORATION7+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $32,089 |
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 15 13680 CLEVELAND AVE N.W. · UNIONTOWN, OH 44685 | Recordkeeping | $2,475 |
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 | $37,005 | $104,475-64.6% | $159,436-76.8% | $79,386-53.4% |
| Participation rate | 59.1% | 76.6%-17.5pp | 82.8%-23.7pp | 70.7%-11.6pp |
| Annual return | 14.32% | 67.95%-53.6pp | 263.57%-249.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $345 | $3,417-89.9% | $4,829-92.9% | $2,427-85.8% |
| Participant deferral / active EE | $3,461 | $6,467-46.5% | $7,352-52.9% | $4,046-14.4% |
| Admin fee / account holder | $175 | $711-75.3% | $10,799-98.4% | $626-72.0% |