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 CORPORATION8+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $37,799 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 PO BOX 74987 · CHICAGO, IL 60675 | Consulting | $16,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,215 | $46,292+10.6% | $143,757-64.4% | $64,808-21.0% |
| Participation rate | 93.4% | 64.2%+29.2pp | 80.3%+13.1pp | 71.5%+22.0pp |
| Annual return | -12.86% | -10.05%-2.8pp | -0.04%-12.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $951 | $1,910-50.2% | $4,951-80.8% | $2,506-62.0% |
| Participant deferral / active EE | $3,511 | $2,646+32.7% | $5,637-37.7% | $4,310-18.6% |
| Admin fee / account holder | $152 | $154-1.0% | $14,673-99.0% | $188-18.9% |