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 3-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 |
|---|---|---|
Filed as: THIRD PARTY ADMINISTRATOR Service code 99 | Other Fees | $14,798 |
Filed as: BAY COLONY ADVISORY GRP INC Service code 99 · EIN 04-3520762 | Other Fees | $13,506 |
Service code 99 · EIN 43-1451524 | Other Fees | $5,473 |
SERVICE PRINTING CO1 year Filed as: SERVICE PROVIDER Service code 49 | Other Services | $4,852 |
OTHER1 year Filed as: OTHER SERVICES Service code 49 | Other Services | $1,239 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 99 · EIN 23-1702591 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,903 | $129,021-78.4% | $184,203-84.9% | $77,643-64.1% |
| Participation rate | 50.7% | 87.3%-36.7pp | 86.8%-36.2pp | 70.6%-19.9pp |
| Annual return | -17.41% | 33.27%-50.7pp | 28.81%-46.2pp | 31.24%-48.6pp |
| Employer contribution / active EE | $734 | $4,413-83.4% | $6,427-88.6% | $2,726-73.1% |
| Participant deferral / active EE | $1,972 | $7,297-73.0% | $9,131-78.4% | $4,647-57.6% |
| Admin fee / account holder | $466 | $254+83.7% | $13,901-96.6% | $430+8.3% |