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 Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $18,319 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $9,555 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,882 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,007 | $86,332-23.5% | $125,175-47.3% | $65,185+1.3% |
| Participation rate | 71.5% | 75.3%-3.8pp | 79.8%-8.3pp | 70.2%+1.3pp |
| Annual return | 19.29% | 27.43%-8.1pp | 43.79%-24.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $679 | $2,040-66.7% | $3,865-82.4% | $2,177-68.8% |
| Participant deferral / active EE | $3,702 | $3,537+4.7% | $4,937-25.0% | $3,514+5.4% |
| Admin fee / account holder | $11 | $609-98.3% | $9,702-99.9% | $847-98.8% |