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 CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $26,340 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $14,060 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,517 |
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 | $124,755 | $105,181+18.6% | $159,436-21.8% | $85,850+45.3% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.8%-25.2pp | 69.3%-11.7pp |
| Annual return | 13.79% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $755 | $3,318-77.2% | $4,829-84.4% | $2,565-70.6% |
| Participant deferral / active EE | $5,738 | $5,945-3.5% | $7,352-22.0% | $3,952+45.2% |
| Admin fee / account holder | $97 | $6,933-98.6% | $10,799-99.1% | $6,260-98.4% |