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 Filed as: LINCOLN FINANCIAL SERVICES Service code 55 | Other Commissions | $33,795 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INSTITUTIONAL Service code 52 135 GREENE STREET · JERSEY CITY, NJ 07311 | Indirect Investment Fees | $32,109 |
Service code 52 OMAHA OPERATIONS CENTER · OMAHA, NE 68103 | Indirect Investment Fees | $11,687 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 06-1504963 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $10,185 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,494 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P.O. BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,654 | $61,272+284.6% | $149,673+57.4% | $71,457+229.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.44% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $6,707 | $2,378+182.0% | $4,818+39.2% | $2,588+159.2% |
| Participant deferral / active EE | $6,093 | $2,917+108.9% | $5,680+7.3% | $4,289+42.1% |
| Admin fee / account holder | $383 | $1,261-69.6% | $13,210-97.1% | $1,587-75.9% |