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 8-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 13 · EIN 76-0500416 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $6,112 |
LINCOLN NATIONAL CORPORATION2 years Service code 64 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,312 | $100,923-22.4% | $150,045-47.8% | $74,304+5.4% |
| Participation rate | 94.0% | 70.1%+23.9pp | 82.3%+11.6pp | 60.3%+33.6pp |
| Annual return | 31.65% | 51.77%-20.1pp | 62.55%-30.9pp | 29.43%+2.2pp |
| Employer contribution / active EE | $6,636 | $3,463+91.6% | $4,693+41.4% | $2,241+196.1% |
| Participant deferral / active EE | $11,117 | $6,709+65.7% | $7,997+39.0% | $3,767+195.1% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |