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 7-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 CORPORATION4+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $26,543 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $9,594 |
PASI, LLC1 year Service code 14 · EIN 26-1407927 | Plan Administrator | $8,910 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,064 | $58,290-62.1% | $98,442-77.6% | $86,799-74.6% |
| Participation rate | 49.5% | 68.3%-18.8pp | 73.3%-23.8pp | 72.3%-22.8pp |
| Annual return | 11.43% | 43.48%-32.1pp | 1492.73%-1481.3pp | 97.91%-86.5pp |
| Employer contribution / active EE | $376 | $2,008-81.3% | $2,960-87.3% | $2,405-84.4% |
| Participant deferral / active EE | $1,524 | $3,152-51.7% | $4,276-64.4% | $4,131-63.1% |
| Admin fee / account holder | $113 | $138-18.2% | $5,949-98.1% | $170-33.5% |