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 | $45,343-51.4% | $150,298-85.3% | $67,986-67.6% |
| Participation rate | 77.0% | 51.9%+25.1pp | 77.8%-0.8pp | 57.2%+19.8pp |
| Annual return | 9.46% | 33.28%-23.8pp | 62.79%-53.3pp | 31.67%-22.2pp |
| Employer contribution / active EE | $516 | $1,462-64.7% | $4,154-87.6% | $2,019-74.4% |
| Participant deferral / active EE | $2,006 | $2,055-2.3% | $5,453-63.2% | $3,358-40.2% |
| Admin fee / account holder | $18 | $2,250-99.2% | $14,116-99.9% | $3,203-99.4% |