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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,447 |
GIBSON CAPITAL, LLC6+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $29,083 |
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 | $31,207 | $52,293-40.3% | $178,490-82.5% | $73,409-57.5% |
| Participation rate | 81.6% | 65.3%+16.2pp | 81.9%-0.4pp | 72.2%+9.4pp |
| Annual return | 14.65% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $790 | $1,735-54.5% | $5,011-84.2% | $2,234-64.7% |
| Participant deferral / active EE | $3,071 | $2,332+31.7% | $5,202-41.0% | $3,805-19.3% |
| Admin fee / account holder | $265 | $127+107.7% | $13,984-98.1% | $158+67.6% |