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 CORPORATION6+ years Filed as: LINCOLN NATIONAL CORPORATIN Service code 13 · EIN 35-1140070 | Contract Administrator | $29,631 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,294 | $73,638+322.7% | $95,952+224.4% | $73,488+323.6% |
| Participation rate | 97.8% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.1pp |
| Annual return | 9.49% | 16.78%-7.3pp | 91.61%-82.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $23,381 | $1,863+1154.9% | $2,541+820.2% | $2,270+930.0% |
| Participant deferral / active EE | $4,197 | $3,617+16.0% | $4,167+0.7% | $3,740+12.2% |
| Admin fee / account holder | $156 | $482-67.6% | $6,795-97.7% | $513-69.6% |