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 35-0472300 | Contract Administrator | $3,845 |
LURIE, LLP4+ years Service code 15 · EIN 41-0721434 | Recordkeeping | $3,085 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $1,136 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $732 |
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 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 | $6,567 | $47,977-86.3% | $154,107-95.7% | $56,287-88.3% |
| Participation rate | 30.7% | 66.2%-35.4pp | 83.0%-52.3pp | 69.9%-39.1pp |
| Annual return | -3.13% | 3.54%-6.7pp | 735.12%-738.2pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $213 | $2,392-91.1% | $5,081-95.8% | $3,350-93.6% |
| Admin fee / account holder | $36 | $438-91.7% | $13,411-99.7% | $521-93.0% |