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 35-1140070 | Contract Administrator | $80,466 |
VALMARK ADVISERS INC6 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $25,097 |
BERRY DUNN5 years Filed as: BERRY, DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $12,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,561 | $50,815-22.1% | $155,509-74.6% | $77,643-49.0% |
| Participation rate | 81.2% | 63.1%+18.1pp | 78.2%+3.0pp | 70.6%+10.6pp |
| Annual return | 15.11% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $899 | $1,993-54.9% | $4,672-80.8% | $2,726-67.0% |
| Participant deferral / active EE | $2,137 | $2,822-24.3% | $5,626-62.0% | $4,647-54.0% |
| Admin fee / account holder | $143 | $437-67.2% | $15,912-99.1% | $430-66.8% |