See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,384 |
RETIREWELL ADMINISTRATORS5 years Filed as: RETIREWELL ADMINISTRATORS INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $25,424 |
STADION MONEY MANAGEMENT7+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,561 | $74,706+3.8% | $75,696+2.5% | $79,386-2.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.28% | 18.52%-4.2pp | 104.53%-90.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $8,103 | $2,590+212.9% | $2,743+195.4% | $2,427+233.8% |
| Participant deferral / active EE | $8,476 | $3,533+139.9% | $3,821+121.8% | $4,046+109.5% |
| Admin fee / account holder | $256 | $374-31.6% | $3,619-92.9% | $626-59.1% |