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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $842 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $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.
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 | $14,535 | $50,815-71.4% | $155,509-90.7% | $77,643-81.3% |
| Participation rate | 45.9% | 63.1%-17.2pp | 78.2%-32.3pp | 70.6%-24.6pp |
| Annual return | 14.31% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $733 | $1,993-63.2% | $4,672-84.3% | $2,726-73.1% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $437-99.4% | $15,912-100.0% | $430-99.4% |