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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,347 |
PKS & COMPANY, PA7+ years Service code 15 · EIN 52-1224986 | Recordkeeping | $12,873 |
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 | $66,413 | $60,776+9.3% | $85,682-22.5% | $79,386-16.3% |
| Participation rate | 88.1% | 62.1%+26.0pp | 69.9%+18.2pp | 70.7%+17.3pp |
| Annual return | 11.52% | 16.57%-5.1pp | 21.49%-10.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,107 | $1,663+26.7% | $2,618-19.5% | $2,427-13.2% |
| Participant deferral / active EE | $3,265 | $2,919+11.9% | $3,923-16.8% | $4,046-19.3% |
| Admin fee / account holder | $135 | $438-69.2% | $6,873-98.0% | $626-78.5% |