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 7-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,000 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058144 | Advisory (Plan) | $14,740 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,358 | $81,537-68.9% | $149,718-83.1% | $69,631-63.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 16.46% | 22.79%-6.3pp | 1501.63%-1485.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,871 | $3,239-42.2% | $5,445-65.6% | $2,032-7.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $62 | $107-42.3% | $11,283-99.5% | $110-44.1% |