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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $4,597 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $1,800 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,897 | $73,933-77.1% | $96,683-82.5% | $75,163-77.5% |
| Participation rate | 63.9% | 66.4%-2.6pp | 74.3%-10.5pp | 67.2%-3.3pp |
| Annual return | 7.63% | 26.70%-19.1pp | 35.69%-28.1pp | 160.62%-153.0pp |
| Employer contribution / active EE | $2,432 | $2,928-16.9% | $3,737-34.9% | $2,670-8.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $75 | $5,216-98.6% | $6,730-98.9% | $5,651-98.7% |