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 35-1140070 | Contract Administrator | $94,803 |
VALMARK ADVISERS INC4 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $23,692 |
BERRY DUNN3 years Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $19,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,117 | $46,292-32.8% | $143,757-78.4% | $64,808-52.0% |
| Participation rate | 75.0% | 64.2%+10.8pp | 80.3%-5.3pp | 71.5%+3.5pp |
| Annual return | -13.60% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $785 | $1,910-58.9% | $4,951-84.2% | $2,506-68.7% |
| Participant deferral / active EE | $1,982 | $2,646-25.1% | $5,637-64.8% | $4,310-54.0% |
| Admin fee / account holder | $155 | $154+0.6% | $14,673-98.9% | $188-17.6% |