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 Filed as: LINCOLN FINANCIAL SECURITIES Service code 27 P O BOX 2201 · FORT WAYNE, IN 46801 | Advisory (Plan) | $8,058 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,715 | $79,449-51.3% | $189,557-79.6% | $85,850-54.9% |
| Participation rate | 40.8% | 66.0%-25.2pp | 78.4%-37.7pp | 69.3%-28.5pp |
| Annual return | 12.09% | 18.45%-6.4pp | 64.17%-52.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $657 | $2,081-68.4% | $4,412-85.1% | $2,565-74.4% |
| Participant deferral / active EE | $1,364 | $4,051-66.3% | $6,174-77.9% | $3,952-65.5% |
| Admin fee / account holder | $181 | $5,377-96.6% | $9,807-98.2% | $6,260-97.1% |