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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $51,254 |
STEVENS DOWD & COMPANY1 year Filed as: STEVENS DOWD & COMPANY DBA BENEFIT Service code 15 · EIN 81-4671785 | Recordkeeping | $8,012 |
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 | $60,848 | $58,879+3.3% | $178,490-65.9% | $73,488-17.2% |
| Participation rate | 84.2% | 66.2%+18.0pp | 81.9%+2.2pp | 70.7%+13.5pp |
| Annual return | 16.05% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,756 | $2,236+68.0% | $5,011-25.0% | $2,270+65.5% |
| Participant deferral / active EE | $2,444 | $2,567-4.8% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $286 | $400-28.6% | $13,984-98.0% | $513-44.3% |