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 | $102,547 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $29,820 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $22,970 |
SMITH & DOWNEY7 years Service code 29 · EIN 52-1839270 | Legal | $7,076 |
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 | $36,368 | $96,018-62.1% | $65,493-44.5% | $85,563-57.5% |
| Participation rate | 86.3% | 74.8%+11.5pp | 73.1%+13.3pp | 66.0%+20.4pp |
| Annual return | 11.07% | 14.51%-3.4pp | 982.45%-971.4pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,159 | $3,235-64.2% | $2,574-55.0% | $2,654-56.3% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $221 | $271-18.2% | $5,028-95.6% | $834-73.5% |