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 Service code 13 · EIN 35-1140070 | Contract Administrator | $68,386 |
VALMARK ADVISERS INC3 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $25,839 |
BERRY DUNN2 years Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $6,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,386 | $56,485-35.6% | $185,823-80.4% | $86,799-58.1% |
| Participation rate | 68.7% | 65.5%+3.2pp | 81.7%-13.0pp | 72.3%-3.6pp |
| Annual return | 25.51% | 118.04%-92.5pp | 122.05%-96.5pp | 97.91%-72.4pp |
| Employer contribution / active EE | $300 | $1,843-83.7% | $5,167-94.2% | $2,405-87.5% |
| Participant deferral / active EE | $1,547 | $2,553-39.4% | $5,568-72.2% | $4,131-62.5% |
| Admin fee / account holder | $110 | $150-26.4% | $16,237-99.3% | $170-35.1% |