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 |
|---|---|---|
Service code 27 · EIN 92-2126138 | Advisory (Plan) | $13,903 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,383 | $81,248-62.6% | $155,509-80.5% | $80,856-62.4% |
| Participation rate | 92.4% | 66.2%+26.2pp | 78.2%+14.2pp | 67.6%+24.8pp |
| Annual return | 12.46% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,396 | $3,100-55.0% | $4,672-70.1% | $2,755-49.3% |
| Participant deferral / active EE | $2,976 | $3,452-13.8% | $5,626-47.1% | $4,296-30.7% |
| Admin fee / account holder | $106 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |