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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $102,071 |
NORTON ROSE FULBRIGHT3+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $21,003 |
Service code 28 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $10,276 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 52 THE FOREST PAVILLON · WYNCOTE, PA 190951595 | Indirect Investment Fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,540 | $155,795-74.6% | $136,294-71.0% | $69,631-43.2% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.8pp | 70.7%-23.6pp |
| Annual return | 15.89% | 232464.33%-232448.4pp | 5155.94%-5140.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,312 | $2,991-56.1% | $4,695-72.1% | $2,032-35.4% |
| Participant deferral / active EE | $1,606 | $5,394-70.2% | $6,247-74.3% | $3,224-50.2% |
| Admin fee / account holder | $56 | $128-56.0% | $9,243-99.4% | $110-48.9% |