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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,982 |
GIBSON CAPITAL, LLC5+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $28,624 |
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 | $28,435 | $52,953-46.3% | $172,739-83.5% | $65,185-56.4% |
| Participation rate | 74.9% | 66.2%+8.7pp | 82.6%-7.8pp | 70.2%+4.7pp |
| Annual return | 20.19% | 30.12%-9.9pp | 802.84%-782.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $724 | $2,190-66.9% | $5,143-85.9% | $2,177-66.7% |
| Participant deferral / active EE | $2,844 | $2,471+15.1% | $5,198-45.3% | $3,514-19.1% |
| Admin fee / account holder | $285 | $472-39.5% | $13,954-98.0% | $847-66.3% |