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 CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $36,206 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $15,000 |
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 | $34,152 | $111,608-69.4% | $177,821-80.8% | $73,409-53.5% |
| Participation rate | 98.5% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 22.65% | 18.23%+4.4pp | 48.32%-25.7pp | 59.29%-36.6pp |
| Employer contribution / active EE | $2,232 | $3,796-41.2% | $5,918-62.3% | $2,234-0.1% |
| Participant deferral / active EE | $4,412 | $6,199-28.8% | $7,714-42.8% | $3,805+15.9% |
| Admin fee / account holder | $86 | $166-48.1% | $12,427-99.3% | $158-45.6% |