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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,233 |
BARCLAY PLANNING GROUP2 years Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $908 |
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 | $31,566 | $65,435-51.8% | $86,677-63.6% | $66,914-52.8% |
| Participation rate | 52.8% | 75.5%-22.7pp | 76.6%-23.8pp | 69.8%-17.0pp |
| Annual return | -15.35% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,672 | $2,153-22.3% | $2,836-41.0% | $2,544-34.3% |
| Participant deferral / active EE | $3,330 | $4,100-18.8% | $4,656-28.5% | $4,237-21.4% |
| Admin fee / account holder | $268 | $642-58.3% | $7,493-96.4% | $593-54.9% |