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 35-0472300 | Contract Administrator | $59,972 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $47,877 |
SIKICH LLP7 years Service code 16 · EIN 36-3168081 | Consulting | $39,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,057 | $42,901-36.9% | $91,220-70.3% | $64,808-58.3% |
| Participation rate | 98.2% | 68.1%+30.1pp | 73.2%+25.0pp | 71.5%+26.8pp |
| Annual return | -16.59% | -13.53%-3.1pp | 114.01%-130.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,551 | $1,571-1.3% | $2,850-45.6% | $2,506-38.1% |
| Participant deferral / active EE | $3,608 | $3,501+3.1% | $4,234-14.8% | $4,310-16.3% |
| Admin fee / account holder | $124 | $131-5.4% | $5,420-97.7% | $188-33.9% |