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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,445 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $2,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,044 | $65,561-13.0% | $86,188-33.8% | $75,163-24.1% |
| Participation rate | 87.8% | 60.5%+27.3pp | 69.0%+18.8pp | 67.2%+20.6pp |
| Annual return | 17.10% | 46.05%-29.0pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $470 | $1,553-69.7% | $2,380-80.2% | $2,670-82.4% |
| Participant deferral / active EE | $4,606 | $3,024+52.3% | $3,985+15.6% | $4,125+11.7% |
| Admin fee / account holder | $98 | $5,474-98.2% | $6,852-98.6% | $5,651-98.3% |