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 35-0472300 | Contract Administrator | $142,519 |
BLACKBURN FINANCIAL6 years Service code 16 · EIN 45-3699214 | Consulting | $63,328 |
HUNNEX AND SHOEMAKER, INC.5 years Service code 15 · EIN 91-1072394 | Recordkeeping | $28,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,234 | $50,815-12.9% | $155,509-71.6% | $77,643-43.0% |
| Participation rate | 99.2% | 63.1%+36.1pp | 78.2%+21.0pp | 70.6%+28.6pp |
| Annual return | 16.46% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,625 | $1,993+31.7% | $4,672-43.8% | $2,726-3.7% |
| Participant deferral / active EE | $4,350 | $2,822+54.2% | $5,626-22.7% | $4,647-6.4% |
| Admin fee / account holder | $202 | $437-53.7% | $15,912-98.7% | $430-53.0% |