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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,664 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0572300 | Contract Administrator | $75 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,647 | $66,124-76.3% | $90,404-82.7% | $73,488-78.7% |
| Participation rate | 97.4% | 69.7%+27.7pp | 72.7%+24.7pp | 70.7%+26.7pp |
| Annual return | 31.54% | 17.65%+13.9pp | 1293.02%-1261.5pp | 28.51%+3.0pp |
| Employer contribution / active EE | $659 | $2,346-71.9% | $3,262-79.8% | $2,270-70.9% |
| Participant deferral / active EE | $1,306 | $3,039-57.0% | $3,963-67.0% | $3,740-65.1% |
| Admin fee / account holder | $12 | $396-97.0% | $5,611-99.8% | $513-97.7% |