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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,026 |
GIBSON CAPITAL, LLC3+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $25,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,237 | $55,453-49.1% | $170,442-83.4% | $62,292-54.7% |
| Participation rate | 68.0% | 66.4%+1.6pp | 83.6%-15.6pp | 69.5%-1.5pp |
| Annual return | 18.22% | 21.38%-3.2pp | 205.93%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $554 | $2,164-74.4% | $5,433-89.8% | $2,042-72.9% |
| Participant deferral / active EE | $2,065 | $2,303-10.3% | $4,939-58.2% | $3,169-34.9% |
| Admin fee / account holder | $257 | $455-43.5% | $13,880-98.1% | $479-46.4% |