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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $131,110 |
QUALIFIED PLANS, LLC1 year Service code 15 · EIN 58-2605083 | Recordkeeping | $5,875 |
Filed as: RETIREMENT SOLUTIONS, LLC Service code 26 · EIN 61-1732930 | Advisory (Participants) | $5,272 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 26 · EIN 56-0747981 | Advisory (Participants) | $3,788 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,801 | $80,005-34.0% | $140,016-62.3% | $55,725-5.2% |
| Participation rate | 92.2% | 87.0%+5.2pp | 87.5%+4.7pp | 70.9%+21.4pp |
| Annual return | -7.30% | 0.46%-7.8pp | 651.12%-658.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $3,308 | $3,403-2.8% | $5,606-41.0% | $2,078+59.2% |
| Participant deferral / active EE | $6,121 | $5,264+16.3% | $6,927-11.6% | $3,356+82.4% |
| Admin fee / account holder | $262 | $116+126.7% | $10,705-97.6% | $115+127.6% |