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 | $147,939 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $122,264 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Participant loan processing; Recordke... | $7,843 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,419 | $67,512-15.0% | $185,823-69.1% | $93,030-38.3% |
| Participation rate | 78.4% | 67.1%+11.2pp | 81.7%-3.3pp | 73.9%+4.5pp |
| Annual return | 13.84% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,051 | $1,783+15.0% | $5,167-60.3% | $2,706-24.2% |
| Participant deferral / active EE | $2,597 | $3,035-14.4% | $5,568-53.4% | $4,562-43.1% |
| Admin fee / account holder | $230 | $318-27.6% | $16,237-98.6% | $152+51.8% |