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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 13 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Contract Administrator | $15,916 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,618 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,600 |
Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,844 | $65,557-43.8% | $64,056-42.5% | $71,457-48.4% |
| Participation rate | 35.8% | 73.2%-37.4pp | 72.3%-36.5pp | 67.9%-32.1pp |
| Annual return | 17.96% | 18.94%-1.0pp | 33.69%-15.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $223 | $2,669-91.6% | $2,747-91.9% | $2,588-91.4% |
| Participant deferral / active EE | $1,600 | $3,626-55.9% | $3,880-58.8% | $4,289-62.7% |
| Admin fee / account holder | $185 | $616-69.9% | $3,068-94.0% | $1,587-88.3% |