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 Service code 13 · EIN 35-1140070 | Contract Administrator | $21,043 |
RETIREWELL ADMINISTRATORS3 years Filed as: RETIREWELL ADMINISTRATORS INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $19,751 |
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,561 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,040 | $60,795-12.8% | $69,455-23.6% | $65,185-18.6% |
| Participation rate | 91.2% | 74.9%+16.3pp | 74.6%+16.6pp | 70.2%+21.0pp |
| Annual return | 23.23% | 17.46%+5.8pp | 28.97%-5.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $6,948 | $2,452+183.4% | $2,779+150.0% | $2,177+219.2% |
| Participant deferral / active EE | $7,569 | $3,162+139.4% | $3,535+114.1% | $3,514+115.4% |
| Admin fee / account holder | $229 | $314-27.1% | $3,839-94.0% | $847-73.0% |