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 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $114,227 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $69,277 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Participant communication; Participan... | $6,313 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,367 | $56,095-8.4% | $178,490-71.2% | $90,288-43.1% |
| Participation rate | 76.3% | 65.6%+10.7pp | 81.9%-5.6pp | 73.4%+2.9pp |
| Annual return | 16.45% | 28.81%-12.4pp | 151.07%-134.6pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,918 | $1,572+21.9% | $5,011-61.7% | $2,524-24.0% |
| Participant deferral / active EE | $2,412 | $2,669-9.6% | $5,202-53.6% | $4,232-43.0% |
| Admin fee / account holder | $166 | $101+64.9% | $13,984-98.8% | $114+45.6% |