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 | $427,406 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 13 · EIN 06-1397347 | Contract Administrator | $61,515 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS LLP Service code 13 · EIN 56-0747981 | Contract Administrator | $9,900 |
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 | $35,045 | $31,741+10.4% | $56,411-37.9% | $199,593-82.4% |
| Participation rate | 96.6% | 32.3%+64.3pp | 52.5%+44.2pp | 72.0%+24.7pp |
| Annual return | 12.01% | 14.72%-2.7pp | 1701.33%-1689.3pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,338 | $508+360.6% | $1,039+125.1% | $3,034-22.9% |
| Participant deferral / active EE | $3,313 | $1,184+179.8% | $1,952+69.7% | $5,087-34.9% |
| Admin fee / account holder | $110 | $426-74.2% | $2,829-96.1% | $269-59.1% |