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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,079 |
GIBSON CAPITAL, LLC7+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,728 | $56,485-43.8% | $185,823-82.9% | $86,799-63.4% |
| Participation rate | 82.9% | 65.5%+17.5pp | 81.7%+1.2pp | 72.3%+10.7pp |
| Annual return | 14.02% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $841 | $1,843-54.4% | $5,167-83.7% | $2,405-65.0% |
| Participant deferral / active EE | $3,190 | $2,553+24.9% | $5,568-42.7% | $4,131-22.8% |
| Admin fee / account holder | $299 | $150+99.9% | $16,237-98.2% | $170+76.3% |