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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $68,716 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,871 | $101,317+70.6% | $146,958+17.6% | $74,495+132.1% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 12.95% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,432 | $3,810+42.6% | $4,933+10.1% | $2,623+107.1% |
| Participant deferral / active EE | $7,104 | $7,303-2.7% | $8,070-12.0% | $4,346+63.5% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |