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 | $27,988 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,229 | $59,159-60.7% | $159,960-85.5% | $66,914-65.3% |
| Participation rate | 85.2% | 68.1%+17.1pp | 78.0%+7.2pp | 69.8%+15.4pp |
| Annual return | -11.75% | -12.26%+0.5pp | 408.60%-420.4pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,070 | $1,983-46.1% | $4,226-74.7% | $2,544-58.0% |
| Participant deferral / active EE | $3,806 | $4,395-13.4% | $6,182-38.4% | $4,237-10.2% |
| Admin fee / account holder | $247 | $591-58.2% | $8,698-97.2% | $593-58.3% |