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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $365,458 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 13 · EIN 06-1397347 | Contract Administrator | $50,418 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $8,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,421 | $26,906-9.2% | $61,373-60.2% | $77,904-68.7% |
| Participation rate | 96.9% | 33.4%+63.4pp | 52.6%+44.3pp | 73.7%+23.2pp |
| Annual return | -16.11% | -14.46%-1.7pp | 338.61%-354.7pp | 12.21%-28.3pp |
| Employer contribution / active EE | $2,238 | $521+329.6% | $1,159+93.0% | $2,848-21.4% |
| Participant deferral / active EE | $3,266 | $1,180+176.8% | $2,125+53.7% | $4,806-32.0% |
| Admin fee / account holder | $88 | $117-24.9% | $2,130-95.9% | $133-33.7% |