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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,968 |
THE ROSE FINANCIAL GROUP LLC9 years Service code 15 · EIN 35-2130755 | Recordkeeping | $8,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,719 | $50,982-47.6% | $154,803-82.7% | $85,563-68.8% |
| Participation rate | 44.0% | 59.8%-15.8pp | 78.1%-34.1pp | 66.0%-22.0pp |
| Annual return | 11.10% | 30.35%-19.3pp | 58.88%-47.8pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,791 | $1,708+4.8% | $4,305-58.4% | $2,654-32.5% |
| Participant deferral / active EE | $1,070 | $2,474-56.8% | $5,540-80.7% | $4,375-75.6% |
| Admin fee / account holder | $166 | $846-80.4% | $14,329-98.8% | $834-80.1% |