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 CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $21,661 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $1,125 |
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 | $25,992 | $47,648-45.5% | $130,648-80.1% | $67,579-61.5% |
| Participation rate | 18.2% | 60.4%-42.2pp | 71.7%-53.5pp | 71.3%-53.1pp |
| Annual return | 42.13% | 25.73%+16.4pp | 1708.96%-1666.8pp | 378.56%-336.4pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,069 | $2,616-59.1% | $3,603-70.3% | $3,539-69.8% |
| Admin fee / account holder | $188 | $105+79.3% | $5,464-96.6% | $142+32.3% |