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 CORPORATION7+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $42,573 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 PO BOX 74987 · CHICAGO, IL 60675 | Consulting | $15,732 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 16 · EIN 01-0494526 PO BOX 507 · PORTLAND, ME 04112 | Consulting | $7,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,224 | $61,156+0.1% | $185,823-67.1% | $79,386-22.9% |
| Participation rate | 92.5% | 66.6%+25.9pp | 81.7%+10.8pp | 70.7%+21.8pp |
| Annual return | 13.23% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $901 | $2,321-61.2% | $5,167-82.6% | $2,427-62.9% |
| Participant deferral / active EE | $3,509 | $2,789+25.8% | $5,568-37.0% | $4,046-13.3% |
| Admin fee / account holder | $184 | $710-74.1% | $16,237-98.9% | $626-70.7% |