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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,617 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,651 | $72,254-32.7% | $86,677-43.9% | $64,808-24.9% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -11.86% | 392.42%-404.3pp | 35.91%-47.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,203 | $2,393-7.9% | $2,836-22.3% | $2,506-12.1% |
| Participant deferral / active EE | $5,950 | $4,658+27.7% | $4,656+27.8% | $4,310+38.0% |
| Admin fee / account holder | $259 | $174+48.9% | $7,493-96.5% | $188+37.9% |