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 CORPORATION6 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $4,762 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $1,890 |
METLIFE LIFE INSURANCE COMPANY7+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $107 |
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 | $32,145 | $46,292-30.6% | $143,757-77.6% | $64,808-50.4% |
| Participation rate | 27.1% | 64.2%-37.1pp | 80.3%-53.2pp | 71.5%-44.3pp |
| Annual return | -9.62% | -10.05%+0.4pp | -0.04%-9.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $412 | $1,910-78.4% | $4,951-91.7% | $2,506-83.6% |
| Participant deferral / active EE | $1,577 | $2,646-40.4% | $5,637-72.0% | $4,310-63.4% |
| Admin fee / account holder | $18 | $154-88.5% | $14,673-99.9% | $188-90.5% |