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 CORPORATION9 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 FORT · WAYNE, IN 46802 | Contract Administrator | $87,042 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 200 DRYDEN RD E DRESHER · DRESHER, PA 19025 | Recordkeeping | $5,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $36,806-1.4% | $69,647-47.9% | $77,643-53.3% |
| Participation rate | 96.1% | 64.4%+31.8pp | 66.5%+29.7pp | 70.6%+25.6pp |
| Annual return | 12.87% | 38.81%-25.9pp | 100.48%-87.6pp | 31.24%-18.4pp |
| Employer contribution / active EE | $836 | $1,257-33.5% | $1,712-51.2% | $2,726-69.3% |
| Participant deferral / active EE | $3,027 | $2,738+10.6% | $2,886+4.9% | $4,647-34.9% |
| Admin fee / account holder | $212 | $507-58.1% | $4,713-95.5% | $430-50.6% |