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 9-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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,650 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLLC Service code 27 · EIN 01-0494526 | Advisory (Plan) | $6,848 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,804 | $84,233-46.8% | $170,442-73.7% | $70,131-36.1% |
| Participation rate | 61.9% | 70.8%-8.9pp | 83.6%-21.7pp | 69.5%-7.6pp |
| Annual return | -63.32% | 23.06%-86.4pp | 205.93%-269.3pp | 73.14%-136.5pp |
| Employer contribution / active EE | $564 | $3,387-83.3% | $5,433-89.6% | $2,342-75.9% |
| Participant deferral / active EE | $3,555 | $3,086+15.2% | $4,939-28.0% | $3,332+6.7% |
| Admin fee / account holder | $144 | $5,698-97.5% | $13,880-99.0% | $4,645-96.9% |