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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $69,088 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $27,911 |
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 | $30,473 | $56,485-46.1% | $185,823-83.6% | $86,799-64.9% |
| Participation rate | 79.7% | 65.5%+14.2pp | 81.7%-2.0pp | 72.3%+7.4pp |
| Annual return | 11.92% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-86.0pp |
| Employer contribution / active EE | $575 | $1,843-68.8% | $5,167-88.9% | $2,405-76.1% |
| Participant deferral / active EE | $2,630 | $2,553+3.0% | $5,568-52.8% | $4,131-36.3% |
| Admin fee / account holder | $54 | $150-63.7% | $16,237-99.7% | $170-68.0% |