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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 · EIN 35-1151034 | Investment Management | $71,785 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $45,674 |
Filed as: ENVESTNET INC Service code 28 · EIN 20-1409613 | Investment Management | $10,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,197 | $100,227-14.0% | $169,993-49.3% | $74,419+15.8% |
| Participation rate | 91.5% | 87.3%+4.2pp | 87.0%+4.5pp | 70.7%+20.8pp |
| Annual return | 17.30% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,095 | $4,263-3.9% | $6,785-39.6% | $2,637+55.3% |
| Participant deferral / active EE | $8,106 | $7,143+13.5% | $10,408-22.1% | $4,528+79.0% |
| Admin fee / account holder | $193 | $234-17.8% | $12,815-98.5% | $348-44.6% |