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 Service code 13 · EIN 35-1140070 | Contract Administrator | $20,566 |
THE ROSE FINANCIAL GROUP LLC6 years Service code 15 · EIN 35-2130755 | Recordkeeping | $6,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,666 | $65,061-63.6% | $143,757-83.5% | $66,914-64.6% |
| Participation rate | 45.6% | 65.2%-19.6pp | 80.3%-34.7pp | 69.8%-24.2pp |
| Annual return | -13.53% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,614 | $2,361+10.7% | $4,951-47.2% | $2,544+2.8% |
| Participant deferral / active EE | $1,196 | $2,919-59.0% | $5,637-78.8% | $4,237-71.8% |
| Admin fee / account holder | $84 | $502-83.2% | $14,673-99.4% | $593-85.8% |