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 CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $22,851 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,668 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $9,638 |
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 | $105,022 | $82,664+27.0% | $125,339-16.2% | $68,494+53.3% |
| Participation rate | 48.6% | 75.0%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $651 | $3,381-80.7% | $4,814-86.5% | $2,596-74.9% |
| Participant deferral / active EE | $5,772 | $6,110-5.5% | $7,446-22.5% | $4,027+43.3% |
| Admin fee / account holder | $61 | $6,275-99.0% | $10,010-99.4% | $5,403-98.9% |