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 CORPORATION7 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $113,972 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $31,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,228 | $53,165-30.0% | $86,188-56.8% | $74,419-50.0% |
| Participation rate | 78.9% | 64.9%+14.1pp | 69.0%+10.0pp | 70.7%+8.2pp |
| Annual return | 18.63% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,056 | $1,210+70.0% | $2,380-13.6% | $2,637-22.0% |
| Participant deferral / active EE | $5,640 | $3,234+74.4% | $3,985+41.5% | $4,528+24.6% |
| Admin fee / account holder | $197 | $551-64.2% | $6,852-97.1% | $348-43.3% |