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 | $2,946 |
THE ROSE FINANCIAL GROUP LLC2 years Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 23-1655226 | Recordkeeping | $1,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,140 | $59,805-27.9% | $79,550-45.8% | $68,494-37.0% |
| Participation rate | 92.4% | 61.1%+31.3pp | 69.5%+22.9pp | 67.9%+24.5pp |
| Annual return | -14.41% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $470 | $1,505-68.8% | $2,413-80.5% | $2,596-81.9% |
| Participant deferral / active EE | $4,849 | $3,024+60.3% | $3,985+21.7% | $4,027+20.4% |
| Admin fee / account holder | $26 | $4,835-99.5% | $6,832-99.6% | $5,403-99.5% |