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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,990 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 1300 SOUTH CLINTON STREET · WEST DEPTFORD, NJ 08086 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,481 | $56,485-47.8% | $185,823-84.1% | $86,799-66.0% |
| Participation rate | 97.1% | 65.5%+31.6pp | 81.7%+15.4pp | 72.3%+24.8pp |
| Annual return | 13.17% | 118.04%-104.9pp | 122.05%-108.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $344 | $1,843-81.4% | $5,167-93.4% | $2,405-85.7% |
| Participant deferral / active EE | $2,916 | $2,553+14.2% | $5,568-47.6% | $4,131-29.4% |
| Admin fee / account holder | $54 | $150-63.9% | $16,237-99.7% | $170-68.2% |