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, LLC Service code 14 · EIN 46-2684916 1002 LINCOLN DRIVE WEST · MARLTON, NJ 08053 | Plan Administrator | $8,715 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $4,583 |
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 | $46,283 | $64,909-28.7% | $82,313-43.8% | $62,292-25.7% |
| Participation rate | 81.6% | 74.9%+6.7pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 12.22% | 21.18%-9.0pp | 25.88%-13.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,628 | $1,676+56.8% | $2,428+8.2% | $2,042+28.7% |
| Participant deferral / active EE | $3,402 | $3,103+9.6% | $3,706-8.2% | $3,169+7.4% |
| Admin fee / account holder | $82 | $440-81.4% | $5,608-98.5% | $479-83.0% |