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 | $13,885 |
PKS & COMPANY, PA5+ years Service code 15 · EIN 52-1224986 | Recordkeeping | $9,264 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,341 | $47,922+0.9% | $75,886-36.3% | $65,185-25.8% |
| Participation rate | 92.4% | 63.0%+29.4pp | 69.3%+23.1pp | 70.2%+22.2pp |
| Annual return | 20.17% | 24.12%-3.9pp | 30.76%-10.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,010 | $1,557+29.1% | $2,500-19.6% | $2,177-7.7% |
| Participant deferral / active EE | $2,814 | $2,550+10.3% | $3,603-21.9% | $3,514-19.9% |
| Admin fee / account holder | $97 | $532-81.7% | $5,418-98.2% | $847-88.5% |