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 17 · EIN 35-1140070 | Pension Consulting | $7,895 |
THE CONCORD ADVISORY GROUP4 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,365 | $73,867-10.2% | $143,757-53.8% | $68,494-3.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.03% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,514 | $3,184+41.8% | $4,951-8.8% | $2,596+73.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |