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 CORPORATION5 years Service code 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $45,993 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,220 |
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 | $30,108 | $56,152-46.4% | $185,823-83.8% | $73,409-59.0% |
| Participation rate | 50.7% | 67.6%-16.8pp | 78.0%-27.3pp | 72.2%-21.4pp |
| Annual return | 11.20% | 17.59%-6.4pp | 35.95%-24.8pp | 59.29%-48.1pp |
| Employer contribution / active EE | $923 | $1,532-39.7% | $4,087-77.4% | $2,234-58.7% |
| Participant deferral / active EE | $1,652 | $3,659-54.9% | $5,632-70.7% | $3,805-56.6% |
| Admin fee / account holder | $240 | $132+81.8% | $9,500-97.5% | $158+52.0% |