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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,854 |
THE HASLAUER GROUP, INC.2 years Filed as: THE HASLAUER GROUP, INC Service code 15 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $20,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,637 | $96,018-75.4% | $65,493-63.9% | $85,563-72.4% |
| Participation rate | 69.8% | 74.8%-5.1pp | 73.1%-3.3pp | 66.0%+3.8pp |
| Annual return | 14.91% | 14.51%+0.4pp | 982.45%-967.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,993 | $3,235-38.4% | $2,574-22.6% | $2,654-24.9% |
| Participant deferral / active EE | $2,755 | $4,055-32.1% | $3,961-30.4% | $4,375-37.0% |
| Admin fee / account holder | $115 | $271-57.6% | $5,028-97.7% | $834-86.2% |