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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,146 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,709 | $65,390-62.2% | $169,368-85.4% | $71,457-65.4% |
| Participation rate | 93.5% | 67.0%+26.6pp | 77.1%+16.4pp | 67.9%+25.6pp |
| Annual return | 19.35% | 21.31%-2.0pp | 405.60%-386.3pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,045 | $2,079-49.7% | $4,013-74.0% | $2,588-59.6% |
| Participant deferral / active EE | $3,545 | $4,367-18.8% | $6,221-43.0% | $4,289-17.3% |
| Admin fee / account holder | $173 | $1,324-86.9% | $9,003-98.1% | $1,587-89.1% |