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 CORPORATION4 years Service code 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $47,976 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $6,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,724 | $48,471-38.7% | $182,532-83.7% | $67,579-56.0% |
| Participation rate | 38.5% | 67.2%-28.7pp | 78.0%-39.4pp | 71.3%-32.8pp |
| Annual return | 17.03% | 31.08%-14.0pp | 148.54%-131.5pp | 378.56%-361.5pp |
| Employer contribution / active EE | $812 | $1,461-44.4% | $4,076-80.1% | $2,148-62.2% |
| Participant deferral / active EE | $1,431 | $3,324-57.0% | $5,524-74.1% | $3,539-59.6% |
| Admin fee / account holder | $267 | $151+76.9% | $8,592-96.9% | $142+87.9% |