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 CORPORATION2 years Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $4,018 |
DWC - THE 401(K) EXPERTS2 years Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $2,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,751 | $45,863-61.3% | $77,024-77.0% | $68,494-74.1% |
| Participation rate | 16.3% | 55.9%-39.6pp | 67.9%-51.6pp | 67.9%-51.6pp |
| Annual return | -15.02% | 1.72%-16.7pp | 42.32%-57.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3 | $1,650-99.8% | $2,812-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $633 | $2,962-78.6% | $4,426-85.7% | $4,027-84.3% |
| Admin fee / account holder | $135 | $3,041-95.6% | $5,425-97.5% | $5,403-97.5% |