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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $105,810 |
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 · EIN 14-1764768 | Consulting | $105,278 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $14,540 |
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Shareholder servicing fees; Recordkee... | $3,479 |
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 | $65,181 | $53,136+22.7% | $155,509-58.1% | $199,593-67.3% |
| Participation rate | 68.8% | 64.1%+4.7pp | 78.2%-9.4pp | 72.0%-3.2pp |
| Annual return | 11.89% | 41.15%-29.3pp | 64.67%-52.8pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,479 | $1,851+33.9% | $4,672-47.0% | $3,034-18.3% |
| Participant deferral / active EE | $3,142 | $3,161-0.6% | $5,626-44.1% | $5,087-38.2% |
| Admin fee / account holder | $200 | $185+7.8% | $15,912-98.7% | $269-25.7% |