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 15 · EIN 35-0145825 | Recordkeeping | $22,715 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,052 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $650 |
Annual investment return 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 | $22,032 | $49,915-55.9% | $154,803-85.8% | $74,304-70.3% |
| Participation rate | 77.0% | 54.0%+23.0pp | 78.1%-1.1pp | 60.3%+16.6pp |
| Annual return | 9.46% | 34.06%-24.6pp | 58.88%-49.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $516 | $1,611-68.0% | $4,305-88.0% | $2,241-77.0% |
| Participant deferral / active EE | $2,006 | $2,255-11.0% | $5,540-63.8% | $3,767-46.7% |
| Admin fee / account holder | $18 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |