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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 · EIN 35-1151034 | Other Fees | $67,503 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,536 |
Filed as: BADEN GAGE AND SCHRODER LLP Service code 99 · EIN 35-1939627 | Other Fees | $5,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,704 | $72,254+24.2% | $86,677+3.5% | $64,808+38.4% |
| Participation rate | 67.9% | 80.4%-12.5pp | 76.6%-8.6pp | 71.5%-3.5pp |
| Annual return | -16.86% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,067 | $2,393+28.2% | $2,836+8.1% | $2,506+22.4% |
| Participant deferral / active EE | $3,398 | $4,658-27.0% | $4,656-27.0% | $4,310-21.2% |
| Admin fee / account holder | $67 | $174-61.2% | $7,493-99.1% | $188-64.1% |