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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,374 |
GIBSON CAPITAL, LLC9+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $33,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,631 | $61,272-43.5% | $149,673-76.9% | $71,457-51.5% |
| Participation rate | 81.9% | 62.5%+19.4pp | 78.8%+3.1pp | 67.9%+14.0pp |
| Annual return | 15.90% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,026 | $2,378-56.9% | $4,818-78.7% | $2,588-60.3% |
| Participant deferral / active EE | $4,190 | $2,917+43.6% | $5,680-26.2% | $4,289-2.3% |
| Admin fee / account holder | $291 | $1,261-76.9% | $13,210-97.8% | $1,587-81.7% |