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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,921 |
THE BANK OF NEW YORK MELLON7 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $22,823 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $6,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,842 | $65,061+42.7% | $143,757-35.4% | $66,914+38.7% |
| Participation rate | 70.2% | 65.2%+5.0pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -17.88% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,372 | $2,361+85.2% | $4,951-11.7% | $2,544+71.8% |
| Participant deferral / active EE | $7,894 | $2,919+170.5% | $5,637+40.0% | $4,237+86.3% |
| Admin fee / account holder | $211 | $502-58.0% | $14,673-98.6% | $593-64.5% |