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 Filed as: LINCOLN FINANCIAL SECURITIES Service code 27 P O BOX 2201 · FORT WAYNE, IN 46801 | Advisory (Plan) | $4,401 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
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 | $34,815 | $69,010-49.6% | $159,960-78.2% | $68,494-49.2% |
| Participation rate | 27.7% | 65.4%-37.7pp | 78.0%-50.3pp | 67.9%-40.2pp |
| Annual return | -20.70% | -9.65%-11.1pp | 408.60%-429.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $852 | $2,213-61.5% | $4,226-79.8% | $2,596-67.2% |
| Participant deferral / active EE | $1,545 | $4,212-63.3% | $6,182-75.0% | $4,027-61.6% |
| Admin fee / account holder | $121 | $4,798-97.5% | $8,698-98.6% | $5,403-97.8% |