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 CORPORATION10+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $43,247 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 PO BOX 856577 · MINNEAPOLIS, MN 55485 | Consulting | $16,883 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,272 | $50,815+0.9% | $155,509-67.0% | $77,643-34.0% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 10.11% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,067 | $1,993-46.4% | $4,672-77.2% | $2,726-60.9% |
| Participant deferral / active EE | $3,495 | $2,822+23.9% | $5,626-37.9% | $4,647-24.8% |
| Admin fee / account holder | $146 | $437-66.7% | $15,912-99.1% | $430-66.2% |