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 CORPORATION8+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $32,205 |
CBIZ RETIREMENT PLAN SERVICES8+ years Service code 15 13680 CLEVELAND AVE N.W. · UNIONTOWN, OH 44685 | Recordkeeping | $1,725 |
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 | $33,138 | $84,487-60.8% | $125,339-73.6% | $66,914-50.5% |
| Participation rate | 57.5% | 76.4%-18.9pp | 82.4%-24.8pp | 69.8%-12.3pp |
| Annual return | -15.44% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,514 | $3,553-57.4% | $4,814-68.5% | $2,544-40.5% |
| Participant deferral / active EE | $4,256 | $6,781-37.2% | $7,446-42.8% | $4,237+0.5% |
| Admin fee / account holder | $170 | $685-75.2% | $10,010-98.3% | $593-71.4% |