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 |
|---|---|---|
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $21,527 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,367 |
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,164 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,963 | $55,002-23.7% | $59,878-29.9% | $56,287-25.4% |
| Participation rate | 87.1% | 75.9%+11.2pp | 74.7%+12.4pp | 69.9%+17.2pp |
| Annual return | -6.71% | 1.13%-7.8pp | 3.46%-10.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $6,499 | $2,448+165.5% | $2,722+138.8% | $2,111+207.8% |
| Participant deferral / active EE | $6,704 | $3,121+114.8% | $3,402+97.1% | $3,350+100.1% |
| Admin fee / account holder | $270 | $236+14.6% | $3,590-92.5% | $521-48.1% |