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 | $120,424 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $120,420 |
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Investment management; Shareholder se... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,622 | $50,127+11.0% | $149,673-62.8% | $80,160-30.6% |
| Participation rate | 76.4% | 64.3%+12.1pp | 78.8%-2.4pp | 72.9%+3.4pp |
| Annual return | 16.98% | 29.82%-12.8pp | 134.42%-117.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $2,324 | $1,865+24.6% | $4,818-51.8% | $2,978-21.9% |
| Participant deferral / active EE | $2,884 | $3,194-9.7% | $5,680-49.2% | $5,017-42.5% |
| Admin fee / account holder | $195 | $153+27.5% | $13,210-98.5% | $145+34.3% |