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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,112 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,885 |
LEWIS ROCA ROTHGERBER CHRISTIE1 year Filed as: ROTHGERBER CHRISTIE LLP Service code 27 · EIN 86-0095078 | Advisory (Plan) | $9,845 |
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 | $310,690 | $65,435+374.8% | $86,677+258.4% | $66,914+364.3% |
| Participation rate | 94.4% | 75.5%+19.0pp | 76.6%+17.8pp | 69.8%+24.6pp |
| Annual return | -11.89% | -10.89%-1.0pp | 35.91%-47.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $24,212 | $2,153+1024.5% | $2,836+753.6% | $2,544+851.7% |
| Participant deferral / active EE | $4,533 | $4,100+10.6% | $4,656-2.6% | $4,237+7.0% |
| Admin fee / account holder | $214 | $642-66.7% | $7,493-97.1% | $593-64.0% |