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 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,628 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $19,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,349 | $58,879+9.3% | $178,490-63.9% | $73,488-12.4% |
| Participation rate | 88.9% | 66.2%+22.7pp | 81.9%+7.0pp | 70.7%+18.3pp |
| Annual return | 11.17% | 24.86%-13.7pp | 151.07%-139.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $824 | $2,236-63.1% | $5,011-83.6% | $2,270-63.7% |
| Participant deferral / active EE | $3,326 | $2,567+29.5% | $5,202-36.1% | $3,740-11.1% |
| Admin fee / account holder | $175 | $400-56.3% | $13,984-98.7% | $513-65.9% |