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 1300 S. CLINTON ROAD · FORT WAYNE, IN 468012248 | Contract Administrator | $12,458 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $3,450 |
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 | $28,233 | $51,197-44.9% | $82,719-65.9% | $66,914-57.8% |
| Participation rate | 56.7% | 67.8%-11.1pp | 72.6%-15.8pp | 69.8%-13.1pp |
| Annual return | -19.64% | -9.64%-10.0pp | 701.18%-720.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,497 | $2,611-42.6% | $3,009-50.2% | $2,544-41.1% |
| Participant deferral / active EE | $2,482 | $3,458-28.2% | $4,395-43.5% | $4,237-41.4% |
| Admin fee / account holder | $171 | $416-58.8% | $5,329-96.8% | $593-71.2% |