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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,801 |
STADION MONEY MANAGEMENT8 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $11,229 |
THE BENEFIT PRACTICE8 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $1,725 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $90 |
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 | $37,088 | $95,274-61.1% | $135,903-72.7% | $74,419-50.2% |
| Participation rate | 42.3% | 78.2%-35.9pp | 81.9%-39.6pp | 70.7%-28.4pp |
| Annual return | 22.40% | 32.77%-10.4pp | 68.23%-45.8pp | 34.38%-12.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,417 | $7,782-43.2% | $7,758-43.1% | $4,528-2.5% |
| Admin fee / account holder | $192 | $266-27.7% | $10,762-98.2% | $348-44.7% |