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) | $15,937 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,064 | $80,717-56.6% | $154,803-77.3% | $84,808-58.7% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | 15.44% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,471 | $2,761-46.7% | $4,305-65.8% | $2,631-44.1% |
| Participant deferral / active EE | $3,085 | $3,303-6.6% | $5,540-44.3% | $4,212-26.7% |
| Admin fee / account holder | $120 | $6,746-98.2% | $14,329-99.2% | $7,344-98.4% |