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 35-0472300 | Contract Administrator | $76,334 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,705 | $46,292-48.8% | $143,757-83.5% | $64,808-63.4% |
| Participation rate | 79.1% | 64.2%+14.9pp | 80.3%-1.2pp | 71.5%+7.7pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $658 | $1,910-65.5% | $4,951-86.7% | $2,506-73.7% |
| Participant deferral / active EE | $2,743 | $2,646+3.7% | $5,637-51.3% | $4,310-36.4% |
| Admin fee / account holder | $54 | $154-65.0% | $14,673-99.6% | $188-71.3% |