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 | $91,621-38.4% | $67,511-16.5% | $77,671-27.4% |
| Participation rate | 48.0% | 76.0%-28.0pp | 72.9%-24.9pp | 70.6%-22.6pp |
| Annual return | 11.96% | 14.87%-2.9pp | 3517.41%-3505.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,304 | $3,906-15.4% | $4,000-17.4% | $4,648-28.9% |
| Admin fee / account holder | $180 | $176+2.1% | $3,999-95.5% | $430-58.2% |