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 9-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 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $42,565 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,766 | $42,810-42.1% | $169,463-85.4% | $55,725-55.6% |
| Participation rate | 46.0% | 64.7%-18.8pp | 77.8%-31.8pp | 70.9%-24.9pp |
| Annual return | -4.36% | -3.61%-0.7pp | 1.83%-6.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $821 | $1,402-41.4% | $4,159-80.3% | $2,078-60.5% |
| Participant deferral / active EE | $1,491 | $3,141-52.5% | $5,277-71.7% | $3,356-55.6% |
| Admin fee / account holder | $226 | $106+112.4% | $9,109-97.5% | $115+96.3% |