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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Recordkeeping | $21,457 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 1300 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,905 | $80,753-71.6% | $136,294-83.2% | $62,292-63.2% |
| Participation rate | 58.1% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 13.58% | 35.83%-22.3pp | 5155.94%-5142.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $920 | $2,884-68.1% | $4,695-80.4% | $2,042-55.0% |
| Participant deferral / active EE | $2,557 | $5,164-50.5% | $6,247-59.1% | $3,169-19.3% |
| Admin fee / account holder | $298 | $525-43.3% | $9,243-96.8% | $479-37.8% |