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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $88,520 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $77,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,655 | $46,292+113.1% | $143,757-31.4% | $64,808+52.2% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -11.42% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.2pp |
| Employer contribution / active EE | $3,466 | $1,910+81.5% | $4,951-30.0% | $2,506+38.3% |
| Participant deferral / active EE | $5,336 | $2,646+101.7% | $5,637-5.3% | $4,310+23.8% |
| Admin fee / account holder | $168 | $154+9.1% | $14,673-98.9% | $188-10.7% |