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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $34,222 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $14,322 |
PASI, LLC3 years Service code 14 · EIN 26-1407927 | Plan Administrator | $1,770 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $774 |
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 | $21,211 | $52,208-59.4% | $86,612-75.5% | $74,419-71.5% |
| Participation rate | 57.0% | 66.3%-9.3pp | 71.7%-14.7pp | 70.7%-13.7pp |
| Annual return | 13.30% | 44.46%-31.2pp | 591.07%-577.8pp | 34.38%-21.1pp |
| Employer contribution / active EE | $469 | $2,282-79.5% | $3,022-84.5% | $2,637-82.2% |
| Participant deferral / active EE | $2,001 | $3,383-40.9% | $4,438-54.9% | $4,528-55.8% |
| Admin fee / account holder | $113 | $319-64.5% | $5,614-98.0% | $348-67.5% |