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 ADVISORS6+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $5,100 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
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 | $61,130 | $91,190-33.0% | $178,490-65.8% | $79,858-23.5% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $623 | $3,256-80.9% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $3,851 | $3,236+19.0% | $5,202-26.0% | $3,740+3.0% |
| Admin fee / account holder | $57 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |