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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,603 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON STREET · FORT WAYNE, IN 46802 | Other Commissions | $0 |
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 | $165,164 | $56,629+191.7% | $77,999+111.8% | $55,167+199.4% |
| Participation rate | 83.9% | 73.3%+10.5pp | 75.5%+8.3pp | 69.0%+14.9pp |
| Annual return | 6.23% | 2866.98%-2860.8pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,517 | $1,723+46.1% | $2,470+1.9% | $1,963+28.2% |
| Participant deferral / active EE | $4,225 | $2,777+52.1% | $3,497+20.8% | $3,054+38.3% |
| Admin fee / account holder | $80 | $467-82.9% | $5,480-98.5% | $504-84.2% |