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 9-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 27 · EIN 46-1769232 | Advisory (Plan) | $56,038 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,329 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,513 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,999 | $106,110-51.0% | $147,005-64.6% | $77,671-33.1% |
| Participation rate | 81.4% | 78.4%+3.0pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 19.82% | 56.77%-37.0pp | 418.76%-398.9pp | 31.21%-11.4pp |
| Employer contribution / active EE | $871 | $4,065-78.6% | $4,934-82.3% | $2,726-68.0% |
| Participant deferral / active EE | $3,976 | $7,992-50.2% | $8,070-50.7% | $4,648-14.4% |
| Admin fee / account holder | $254 | $338-24.7% | $13,006-98.0% | $430-40.9% |