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 SERVICES Service code 55 | Other Commissions | $37,206 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $10,000 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $1,860 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Filed as: LINCOLN SECURITES Service code 55 1 GRANITE PLACE · CONCORD, NH 03301 | Other Commissions | $0 |
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 | $232,024 | $52,953+338.2% | $172,739+34.3% | $65,185+255.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.18% | 30.12%-8.9pp | 802.84%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $6,079 | $2,190+177.6% | $5,143+18.2% | $2,177+179.3% |
| Participant deferral / active EE | $5,452 | $2,471+120.7% | $5,198+4.9% | $3,514+55.2% |
| Admin fee / account holder | $296 | $472-37.3% | $13,954-97.9% | $847-65.1% |