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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,852 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,725 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,586 | $61,156+219.8% | $185,823+5.3% | $79,386+146.4% |
| Participation rate | 78.7% | 66.6%+12.1pp | 81.7%-3.0pp | 70.7%+8.0pp |
| Annual return | 11.76% | 19.45%-7.7pp | 122.05%-110.3pp | 116.85%-105.1pp |
| Employer contribution / active EE | $2,113 | $2,321-9.0% | $5,167-59.1% | $2,427-13.0% |
| Participant deferral / active EE | $3,485 | $2,789+25.0% | $5,568-37.4% | $4,046-13.9% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.2% |