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 35-1140070 | Contract Administrator | $19,921 |
TPA CORPORATION4 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 | Recordkeeping | $2,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,938 | $102,553+69.6% | $151,611+14.7% | $66,914+159.9% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -1.01% | -10.82%+9.8pp | 3.33%-4.3pp | 1.58%-2.6pp |
| Employer contribution / active EE | $6,668 | $4,180+59.5% | $6,166+8.1% | $2,544+162.1% |
| Participant deferral / active EE | $5,684 | $6,641-14.4% | $8,363-32.0% | $4,237+34.2% |
| Admin fee / account holder | $119 | $630-81.0% | $11,616-99.0% | $593-79.9% |