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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $45,351 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 53 · EIN 13-2638166 | Insurance Commissions | $20,105 |
PASI, LLC4 years Service code 14 · EIN 26-1407927 | Plan Administrator | $9,320 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $269 |
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 | $23,877 | $65,908-63.8% | $81,812-70.8% | $77,643-69.2% |
| Participation rate | 53.9% | 65.8%-11.8pp | 72.3%-18.4pp | 70.6%-16.6pp |
| Annual return | 13.83% | 26.64%-12.8pp | 773.79%-760.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $502 | $2,370-78.8% | $2,912-82.8% | $2,726-81.6% |
| Participant deferral / active EE | $2,122 | $3,505-39.5% | $4,319-50.9% | $4,647-54.3% |
| Admin fee / account holder | $156 | $526-70.3% | $7,386-97.9% | $430-63.7% |