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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $167,087 |
COMMERCIAL SUPPORT SERVICES2 years Service code 13 · EIN 94-1606517 | Contract Administrator | $11,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,412 | $67,679-66.9% | $155,509-85.6% | $99,062-77.4% |
| Participation rate | 78.4% | 67.2%+11.2pp | 78.2%+0.2pp | 71.6%+6.8pp |
| Annual return | 9.44% | 16.16%-6.7pp | 64.67%-55.2pp | 17.66%-8.2pp |
| Employer contribution / active EE | $4,596 | $2,268+102.6% | $4,672-1.6% | $3,262+40.9% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $35 | $94-63.0% | $15,912-99.8% | $109-68.2% |