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 |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.2+ years Filed as: HENDERSON BROS. RET. PLAN SERV Service code 13 · EIN 20-4683855 | Contract Administrator | $24,819 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,935 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $9,932 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,746 |
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 | $105,711 | $68,408+54.5% | $57,179+84.9% | $57,658+83.3% |
| Participation rate | 59.5% | 79.1%-19.7pp | 75.3%-15.9pp | 70.2%-10.7pp |
| Annual return | 6.18% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,666 | $2,869-41.9% | $2,682-37.9% | $1,974-15.6% |
| Participant deferral / active EE | $2,244 | $2,903-22.7% | $3,096-27.5% | $3,061-26.7% |
| Admin fee / account holder | $128 | $70+84.2% | $3,139-95.9% | $95+35.7% |