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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,116 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,364 |
Filed as: RETIREWELL ADMINISTRATORS INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $5,567 |
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 | $28,052 | $45,035-37.7% | $62,995-55.5% | $70,131-60.0% |
| Participation rate | 92.8% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.2pp |
| Annual return | 19.18% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,855 | $2,051+234.2% | $2,759+148.5% | $2,342+192.6% |
| Participant deferral / active EE | $5,881 | $2,465+138.6% | $3,329+76.6% | $3,332+76.5% |
| Admin fee / account holder | $129 | $2,834-95.4% | $3,600-96.4% | $4,645-97.2% |