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 CORPORATION8 years Service code 28 · EIN 35-0472300 | Investment Management | $51,925 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $13,213 |
Filed as: USB FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $11,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $56,638-43.5% | $169,368-81.1% | $74,419-57.0% |
| Participation rate | 40.1% | 67.5%-27.4pp | 77.1%-37.0pp | 70.7%-30.6pp |
| Annual return | 13.79% | 24.75%-11.0pp | 405.60%-391.8pp | 34.38%-20.6pp |
| Employer contribution / active EE | $915 | $2,027-54.9% | $4,013-77.2% | $2,637-65.3% |
| Participant deferral / active EE | $1,632 | $4,223-61.3% | $6,221-73.8% | $4,528-64.0% |
| Admin fee / account holder | $329 | $307+7.3% | $9,003-96.3% | $348-5.4% |