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 Service code 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Other services; Named fiduciary; Part... | $47,182 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $6,449 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $128,923 | $77,660+66.0% | $109,143+18.1% | $79,386+62.4% |
| Participation rate | 40.4% | 67.8%-27.4pp | 75.9%-35.5pp | 70.7%-30.3pp |
| Annual return | 9.41% | 23.44%-14.0pp | 25.75%-16.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $234 | $2,797-91.6% | $3,722-93.7% | $2,427-90.3% |
| Participant deferral / active EE | $2,581 | $3,518-26.6% | $4,653-44.5% | $4,046-36.2% |
| Admin fee / account holder | $785 | $732+7.2% | $6,752-88.4% | $626+25.3% |