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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,622 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,406 | $204,517-59.7% | $69,455+18.6% | $77,787+5.9% |
| Participation rate | 59.0% | 74.6%-15.6pp | 74.6%-15.6pp | 73.2%-14.2pp |
| Annual return | 18.64% | 22.10%-3.5pp | 28.97%-10.3pp | 32.57%-13.9pp |
| Employer contribution / active EE | $1,658 | $3,548-53.3% | $2,779-40.3% | $2,504-33.8% |
| Participant deferral / active EE | $3,073 | $3,478-11.6% | $3,535-13.1% | $3,967-22.5% |
| Admin fee / account holder | $31 | $101-69.3% | $3,839-99.2% | $100-69.1% |