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 35-0472300 | Contract Administrator | $122,128 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $13,975 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 20-1409613 | Advisory (Participants) | $8,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,864 | $86,897-12.7% | $151,611-50.0% | $64,808+17.1% |
| Participation rate | 94.0% | 87.3%+6.7pp | 87.5%+6.5pp | 71.5%+22.5pp |
| Annual return | -13.79% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,787 | $4,010-5.6% | $6,166-38.6% | $2,506+51.1% |
| Participant deferral / active EE | $7,298 | $6,690+9.1% | $8,363-12.7% | $4,310+69.3% |
| Admin fee / account holder | $198 | $153+29.5% | $11,616-98.3% | $188+5.5% |