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 Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, SC 468012248 | Contract Administrator | $27,057 |
3G RETIREMENT SERVICES, LLC5 years Filed as: 3G RETIREMENT SERVICES LLC Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $3,150 |
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 | $32,158 | $65,061-50.6% | $143,757-77.6% | $66,914-51.9% |
| Participation rate | 61.5% | 65.2%-3.7pp | 80.3%-18.8pp | 69.8%-8.3pp |
| Annual return | -14.29% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $831 | $2,361-64.8% | $4,951-83.2% | $2,544-67.4% |
| Participant deferral / active EE | $2,168 | $2,919-25.7% | $5,637-61.5% | $4,237-48.8% |
| Admin fee / account holder | $244 | $502-51.5% | $14,673-98.3% | $593-58.9% |