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 35-1140070 | Contract Administrator | $78,370 |
VALMARK ADVISERS INC5 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $23,131 |
BERRY DUNN4 years Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $6,500 |
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 | $34,279 | $47,126-27.3% | $149,673-77.1% | $74,419-53.9% |
| Participation rate | 82.0% | 63.4%+18.6pp | 78.8%+3.3pp | 70.7%+11.3pp |
| Annual return | 10.90% | 22.75%-11.8pp | 134.42%-123.5pp | 34.38%-23.5pp |
| Employer contribution / active EE | $888 | $1,905-53.4% | $4,818-81.6% | $2,637-66.3% |
| Participant deferral / active EE | $2,108 | $2,728-22.7% | $5,680-62.9% | $4,528-53.5% |
| Admin fee / account holder | $127 | $343-63.0% | $13,210-99.0% | $348-63.6% |