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 10-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 CORPORATION6 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $30,444 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-5674085 PO BOX 74008967 · CHICAGO, IL 60674 | Insurance Broker | $5,796 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,573 | $50,820-45.7% | $155,567-82.3% | $77,671-64.5% |
| Participation rate | 39.0% | 63.1%-24.1pp | 78.2%-39.2pp | 70.6%-31.5pp |
| Annual return | 11.53% | 34.85%-23.3pp | 64.74%-53.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $411 | $1,993-79.4% | $4,674-91.2% | $2,726-84.9% |
| Participant deferral / active EE | $1,856 | $2,823-34.2% | $5,628-67.0% | $4,648-60.1% |
| Admin fee / account holder | $237 | $436-45.6% | $15,916-98.5% | $430-44.9% |