Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $86,984 |
HILB GROUP3 years Service code 15 · EIN 47-4324398 2000 CHAPEL VIEW BLVD. · CRANSTON, RI 02920 | Recordkeeping | $31,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,599 | $50,820-59.5% | $155,567-86.8% | $77,671-73.5% |
| Participation rate | 89.0% | 63.1%+25.8pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 11.82% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $675 | $1,993-66.1% | $4,674-85.6% | $2,726-75.2% |
| Participant deferral / active EE | $3,264 | $2,823+15.6% | $5,628-42.0% | $4,648-29.8% |
| Admin fee / account holder | $138 | $436-68.4% | $15,916-99.1% | $430-68.0% |