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 CORPORATION7 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $35,275 |
THE RETIREMENT ADVANTAGE INC8 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $900 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,140 | $65,390-50.8% | $169,368-81.0% | $71,457-55.0% |
| Participation rate | 59.5% | 67.0%-7.4pp | 77.1%-17.6pp | 67.9%-8.4pp |
| Annual return | 20.32% | 21.31%-1.0pp | 405.60%-385.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $958 | $2,079-53.9% | $4,013-76.1% | $2,588-63.0% |
| Participant deferral / active EE | $1,671 | $4,367-61.7% | $6,221-73.1% | $4,289-61.0% |
| Admin fee / account holder | $253 | $1,324-80.9% | $9,003-97.2% | $1,587-84.1% |