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 CORPORATION5+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $22,993 |
PASI, LLC2 years Service code 14 · EIN 26-1407927 | Plan Administrator | $12,150 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $11,571 |
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 | $17,396 | $47,722-63.5% | $82,719-79.0% | $64,808-73.2% |
| Participation rate | 53.7% | 67.6%-13.9pp | 72.6%-18.8pp | 71.5%-17.7pp |
| Annual return | -12.00% | -13.05%+1.1pp | 701.18%-713.2pp | 32.82%-44.8pp |
| Employer contribution / active EE | $419 | $2,179-80.8% | $3,009-86.1% | $2,506-83.3% |
| Participant deferral / active EE | $1,790 | $3,329-46.2% | $4,395-59.3% | $4,310-58.5% |
| Admin fee / account holder | $99 | $143-30.5% | $5,329-98.1% | $188-47.1% |