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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $388 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,685 | $50,464+4.4% | $75,781-30.5% | $52,331+0.7% |
| Participation rate | 77.9% | 66.8%+11.1pp | 75.8%+2.1pp | 68.1%+9.8pp |
| Annual return | 0.30% | 1.03%-0.7pp | 9.68%-9.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,099 | $1,988-44.7% | $3,323-66.9% | $1,882-41.6% |
| Participant deferral / active EE | $5,383 | $2,570+109.4% | $3,651+47.4% | $3,022+78.1% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,299-99.9% | $592-99.4% |