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 5-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: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 27 150 N COLLEGE ST NC1-0217-06 · CHARLOTTE, NC 28255 | Advisory (Plan) | $20,270 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,900 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,293 | $53,136-61.8% | $155,509-87.0% | $199,593-89.8% |
| Participation rate | 6.1% | 64.1%-58.0pp | 78.2%-72.1pp | 72.0%-65.8pp |
| Annual return | 10.75% | 41.15%-30.4pp | 64.67%-53.9pp | 34.25%-23.5pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $358 | $3,161-88.7% | $5,626-93.6% | $5,087-93.0% |
| Admin fee / account holder | $203 | $185+9.5% | $15,912-98.7% | $269-24.5% |