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 CORPORATION5+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,203 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 16 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $14,768 |
BAKER NEWMAN NOYES5+ years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 PO BOX 507 · PORTLAND, ME 04112 | Accounting | $7,456 |
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 | $57,758 | $62,928-8.2% | $172,739-66.6% | $67,579-14.5% |
| Participation rate | 87.5% | 64.5%+23.0pp | 82.6%+4.9pp | 71.3%+16.2pp |
| Annual return | 17.59% | 30.36%-12.8pp | 802.84%-785.3pp | 378.56%-361.0pp |
| Employer contribution / active EE | $703 | $1,636-57.0% | $5,143-86.3% | $2,148-67.3% |
| Participant deferral / active EE | $2,971 | $2,145+38.5% | $5,198-42.8% | $3,539-16.0% |
| Admin fee / account holder | $184 | $167+10.6% | $13,954-98.7% | $142+29.5% |