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 | $68,872 |
CURCIO WEBB8+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $27,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,423 | $74,188+234.9% | $115,756+114.6% | $64,808+283.3% |
| Participation rate | 93.8% | 76.2%+17.6pp | 77.1%+16.7pp | 71.5%+22.3pp |
| Annual return | -14.97% | -11.81%-3.2pp | 143.14%-158.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $6,439 | $3,365+91.4% | $3,793+69.8% | $2,506+157.0% |
| Participant deferral / active EE | $14,340 | $5,294+170.9% | $6,254+129.3% | $4,310+232.7% |
| Admin fee / account holder | $104 | $148-30.1% | $8,124-98.7% | $188-44.8% |