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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,340 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $25,957 |
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 | $28,399 | $62,928-54.9% | $172,739-83.6% | $67,579-58.0% |
| Participation rate | 78.9% | 64.5%+14.4pp | 82.6%-3.7pp | 71.3%+7.6pp |
| Annual return | 19.82% | 30.36%-10.5pp | 802.84%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $554 | $1,636-66.2% | $5,143-89.2% | $2,148-74.2% |
| Participant deferral / active EE | $2,286 | $2,145+6.6% | $5,198-56.0% | $3,539-35.4% |
| Admin fee / account holder | $67 | $167-60.0% | $13,954-99.5% | $142-53.2% |