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 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $17,698 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,136 | $62,132-62.8% | $185,823-87.5% | $73,488-68.5% |
| Participation rate | 53.0% | 67.8%-14.8pp | 78.0%-25.0pp | 70.7%-17.7pp |
| Annual return | 16.82% | 20.44%-3.6pp | 35.95%-19.1pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,164 | $1,681-30.7% | $4,087-71.5% | $2,270-48.7% |
| Participant deferral / active EE | $1,687 | $3,711-54.5% | $5,632-70.0% | $3,740-54.9% |
| Admin fee / account holder | $150 | $419-64.1% | $9,500-98.4% | $513-70.7% |