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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $20,294 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,404 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $6,191 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,631 | $89,355-5.3% | $141,162-40.0% | $72,985+16.0% |
| Participation rate | 68.9% | 75.1%-6.2pp | 82.5%-13.6pp | 69.5%-0.6pp |
| Annual return | 22.74% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $589 | $3,114-81.1% | $4,735-87.6% | $2,440-75.8% |
| Participant deferral / active EE | $5,301 | $5,418-2.2% | $6,709-21.0% | $3,607+47.0% |
| Admin fee / account holder | $52 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |