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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,315 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,543 |
Service code 12 · EIN 38-1367329 | Participant loan processing; Recordke... | $326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,374 | $55,415-72.3% | $155,509-90.1% | $74,495-79.4% |
| Participation rate | 45.1% | 61.9%-16.8pp | 78.2%-33.1pp | 67.2%-22.1pp |
| Annual return | 9.61% | 268.50%-258.9pp | 64.67%-55.1pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $545 | $2,267-76.0% | $4,672-88.3% | $2,623-79.2% |
| Participant deferral / active EE | $1,141 | $2,836-59.8% | $5,626-79.7% | $4,346-73.7% |
| Admin fee / account holder | $140 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |