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 |
|---|---|---|
THE ROSE FINANCIAL GROUP LLC3+ years Service code 15 · EIN 35-2130755 | Recordkeeping | $3,272 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,242 | $62,586-58.1% | $76,768-65.8% | $64,186-59.1% |
| Participation rate | 47.1% | 72.8%-25.8pp | 77.0%-29.9pp | 69.6%-22.5pp |
| Annual return | -1.15% | -1.95%+0.8pp | 2.43%-3.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,545 | $3,145-19.1% | $3,852-33.9% | $3,470-26.7% |
| Admin fee / account holder | $60 | $4,667-98.7% | $6,675-99.1% | $4,888-98.8% |