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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,432 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,740 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,974 | $67,984+102.9% | $65,493+110.7% | $74,304+85.7% |
| Participation rate | 86.8% | 66.3%+20.5pp | 73.1%+13.7pp | 60.3%+26.4pp |
| Annual return | 9.00% | 19.87%-10.9pp | 982.45%-973.4pp | 29.43%-20.4pp |
| Employer contribution / active EE | $3,668 | $2,491+47.2% | $2,574+42.5% | $2,241+63.6% |
| Participant deferral / active EE | $6,493 | $3,346+94.0% | $3,961+63.9% | $3,767+72.3% |
| Admin fee / account holder | $201 | $1,373-85.3% | $5,028-96.0% | $2,969-93.2% |