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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,655 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 16 1301 S HARRISON STREET · FORT WAYNE, IN 46802 | Consulting | $26,460 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,198 | $89,698-50.7% | $103,476-57.3% | $80,856-45.3% |
| Participation rate | 70.8% | 76.0%-5.2pp | 80.5%-9.7pp | 67.6%+3.1pp |
| Annual return | 11.25% | 22.78%-11.5pp | 23.90%-12.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $14,548 | $4,018+262.1% | $4,672+211.4% | $2,755+428.1% |
| Participant deferral / active EE | $463 | $5,456-91.5% | $6,623-93.0% | $4,296-89.2% |
| Admin fee / account holder | $298 | $6,768-95.6% | $9,413-96.8% | $6,918-95.7% |