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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $136,130 |
ASCENSUS LLC2 years Service code 15 · EIN 82-3719843 | Recordkeeping | $8,087 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $5,823 |
QUALIFIED PLANS, LLC2 years Service code 15 · EIN 58-2605083 | Recordkeeping | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,153 | $88,515-34.3% | $162,163-64.1% | $67,579-13.9% |
| Participation rate | 94.7% | 86.8%+7.9pp | 87.6%+7.1pp | 71.3%+23.4pp |
| Annual return | 27.10% | 27.04%+0.1pp | 115.59%-88.5pp | 378.56%-351.5pp |
| Employer contribution / active EE | $3,431 | $3,563-3.7% | $5,614-38.9% | $2,148+59.7% |
| Participant deferral / active EE | $6,447 | $5,724+12.6% | $7,298-11.7% | $3,539+82.1% |
| Admin fee / account holder | $226 | $124+82.5% | $10,843-97.9% | $142+58.6% |