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 CORPORATION8 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 FORT · WAYNE, IN 46802 | Contract Administrator | $79,964 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN RD E DRESHER · DRESHER, PA 19025 | Recordkeeping | $11,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,952 | $31,038+12.6% | $65,255-46.4% | $74,419-53.0% |
| Participation rate | 96.3% | 66.9%+29.4pp | 65.0%+31.3pp | 70.7%+25.6pp |
| Annual return | 14.91% | 38.60%-23.7pp | 47.35%-32.4pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,296 | $1,188+9.1% | $1,691-23.4% | $2,637-50.9% |
| Participant deferral / active EE | $2,768 | $2,792-0.9% | $2,831-2.2% | $4,528-38.9% |
| Admin fee / account holder | $218 | $299-27.0% | $4,112-94.7% | $348-37.3% |