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 CORPORATION7 years Service code 28 · EIN 35-0472300 | Investment Management | $50,537 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $10,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,869 | $50,458-42.8% | $159,960-82.0% | $64,808-55.5% |
| Participation rate | 49.8% | 68.0%-18.2pp | 78.0%-28.1pp | 71.5%-21.6pp |
| Annual return | -12.87% | -13.42%+0.6pp | 408.60%-421.5pp | 32.82%-45.7pp |
| Employer contribution / active EE | $945 | $1,722-45.1% | $4,226-77.6% | $2,506-62.3% |
| Participant deferral / active EE | $1,723 | $4,004-57.0% | $6,182-72.1% | $4,310-60.0% |
| Admin fee / account holder | $297 | $706-57.9% | $8,698-96.6% | $188+58.4% |