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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,109 |
GIBSON CAPITAL, LLC4+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $27,829 |
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 | $24,543 | $47,977-48.8% | $154,107-84.1% | $56,287-56.4% |
| Participation rate | 72.3% | 66.2%+6.2pp | 83.0%-10.7pp | 69.9%+2.5pp |
| Annual return | -3.19% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $663 | $2,169-69.4% | $5,298-87.5% | $2,111-68.6% |
| Participant deferral / active EE | $2,464 | $2,392+3.0% | $5,081-51.5% | $3,350-26.4% |
| Admin fee / account holder | $263 | $438-39.9% | $13,411-98.0% | $521-49.5% |