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 | $93,351-74.7% | $62,929-62.4% | $79,634-70.3% |
| Participation rate | 69.8% | 74.6%-4.9pp | 73.1%-3.4pp | 62.5%+7.3pp |
| Annual return | 14.91% | 14.37%+0.5pp | 1063.93%-1049.0pp | 36.46%-21.5pp |
| Employer contribution / active EE | $1,993 | $3,135-36.4% | $2,505-20.4% | $2,529-21.2% |
| Participant deferral / active EE | $2,755 | $3,921-29.7% | $3,888-29.1% | $3,835-28.2% |
| Admin fee / account holder | $115 | $229-49.9% | $5,065-97.7% | $1,002-88.5% |