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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 | Consulting | $12,191 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,042 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,856 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,929 | $51,620-84.6% | $90,281-91.2% | $65,185-87.8% |
| Participation rate | 52.5% | 68.6%-16.1pp | 73.3%-20.8pp | 70.2%-17.7pp |
| Annual return | 20.61% | 24.94%-4.3pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $690 | $2,235-69.1% | $2,854-75.8% | $2,177-68.3% |
| Participant deferral / active EE | $696 | $2,871-75.8% | $3,885-82.1% | $3,514-80.2% |
| Admin fee / account holder | $21 | $384-94.5% | $5,351-99.6% | $847-97.5% |