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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,523 |
GIBSON CAPITAL, LLC8+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,744 | $46,292-37.9% | $143,757-80.0% | $64,808-55.6% |
| Participation rate | 71.9% | 64.2%+7.7pp | 80.3%-8.4pp | 71.5%+0.4pp |
| Annual return | -15.41% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $803 | $1,910-57.9% | $4,951-83.8% | $2,506-67.9% |
| Participant deferral / active EE | $3,062 | $2,646+15.8% | $5,637-45.7% | $4,310-29.0% |
| Admin fee / account holder | $284 | $154+84.5% | $14,673-98.1% | $188+51.1% |