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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,701 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $154 |
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 | $9,351 | $54,350-82.8% | $82,719-88.7% | $68,494-86.3% |
| Participation rate | 31.9% | 63.9%-32.0pp | 72.6%-40.6pp | 67.9%-35.9pp |
| Annual return | -13.69% | -13.67%0pp | 701.18%-714.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $907 | $2,218-59.1% | $3,009-69.9% | $2,596-65.1% |
| Participant deferral / active EE | $1,243 | $3,246-61.7% | $4,395-71.7% | $4,027-69.1% |
| Admin fee / account holder | $8 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |