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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL Service code 26 5850 CENTURE DR. STE A · DUBLIN, OH 43017 | Advisory (Participants) | $18,394 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $6,300 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,276 | $47,126-25.1% | $149,673-76.4% | $74,419-52.6% |
| Participation rate | 31.5% | 63.4%-31.9pp | 78.8%-47.2pp | 70.7%-39.2pp |
| Annual return | 18.09% | 22.75%-4.7pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $476 | $1,905-75.0% | $4,818-90.1% | $2,637-82.0% |
| Participant deferral / active EE | $843 | $2,728-69.1% | $5,680-85.2% | $4,528-81.4% |
| Admin fee / account holder | $168 | $343-51.1% | $13,210-98.7% | $348-51.8% |