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 CORPORATION3 years Service code 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Participant loan processing; Claims p... | $41,391 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $6,660 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,686 | $64,119+85.1% | $112,228+5.8% | $66,914+77.4% |
| Participation rate | 37.3% | 68.5%-31.2pp | 75.1%-37.8pp | 69.8%-32.5pp |
| Annual return | -14.49% | -13.81%-0.7pp | 27.45%-41.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $212 | $3,005-93.0% | $3,635-94.2% | $2,544-91.7% |
| Participant deferral / active EE | $2,568 | $3,693-30.5% | $4,728-45.7% | $4,237-39.4% |
| Admin fee / account holder | $775 | $625+24.0% | $6,410-87.9% | $593+30.7% |