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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,243 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,741 | $47,126+52.2% | $149,673-52.1% | $74,419-3.6% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.6pp | 70.7%+27.7pp |
| Annual return | 17.13% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,906 | $1,905+52.5% | $4,818-39.7% | $2,637+10.2% |
| Participant deferral / active EE | $5,527 | $2,728+102.6% | $5,680-2.7% | $4,528+22.1% |
| Admin fee / account holder | $100 | $343-70.7% | $13,210-99.2% | $348-71.2% |