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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,585 |
SNOWDEN CAPITAL ADVISORS LLC9 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 16 · EIN 45-0997570 | Consulting | $24,136 |
MULLINS P.C.4 years Filed as: MULLINS, PC Service code 10 · EIN 47-4306215 | Accounting | $8,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,395 | $91,762-38.5% | $67,502-16.5% | $77,643-27.4% |
| Participation rate | 48.0% | 75.9%-27.9pp | 72.9%-24.9pp | 70.6%-22.6pp |
| Annual return | 11.96% | 14.87%-2.9pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,304 | $3,903-15.4% | $4,000-17.4% | $4,647-28.9% |
| Admin fee / account holder | $180 | $176+2.2% | $3,998-95.5% | $430-58.2% |