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 |
|---|---|---|
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $31,348 |
CONSOLIDATED FINANCIAL MANAGEMENT10+ years Filed as: CONSOLIDATED FINANCIAL Service code 26 5850 CENTURE DR. STE A · DUBLIN, OH 43017 | Advisory (Participants) | $19,765 |
LINCOLN NATIONAL CORPORATION5 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 | $47,679 | $50,815-6.2% | $155,509-69.3% | $77,643-38.6% |
| Participation rate | 24.1% | 63.1%-39.0pp | 78.2%-54.1pp | 70.6%-46.5pp |
| Annual return | 12.49% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $395 | $1,993-80.2% | $4,672-91.5% | $2,726-85.5% |
| Participant deferral / active EE | $719 | $2,822-74.5% | $5,626-87.2% | $4,647-84.5% |
| Admin fee / account holder | $291 | $437-33.4% | $15,912-98.2% | $430-32.5% |