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 | $125,052 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $119,155 |
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Account maintenance fees; Participant... | $6,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,687 | $45,000+6.0% | $143,757-66.8% | $77,904-38.8% |
| Participation rate | 78.5% | 66.8%+11.6pp | 80.3%-1.8pp | 73.7%+4.8pp |
| Annual return | -16.02% | 29.03%-45.0pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $2,291 | $1,870+22.5% | $4,951-53.7% | $2,848-19.6% |
| Participant deferral / active EE | $2,832 | $3,157-10.3% | $5,637-49.8% | $4,806-41.1% |
| Admin fee / account holder | $200 | $98+103.6% | $14,673-98.6% | $133+51.2% |