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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.
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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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,483 |
OSAIC WEALTH INC1 year Filed as: OSIAC WEALTH INC Service code 26 | Advisory (Participants) | $26,479 |
SAGEPOINT FINANCIAL INC10+ years Filed as: FSC SECURITIES CORP Service code 26 | Advisory (Participants) | $7,921 |
OSAIC WEALTH INC1 year Filed as: FSC SECURITIES CORP/OSAIC WEALTH Service code 26 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $0 |
OSAIC WEALTH INC1 year Service code 26 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,110 | $60,323+24.5% | $81,812-8.2% | $74,495+0.8% |
| Participation rate | 48.5% | 62.9%-14.4pp | 72.3%-23.9pp | 67.2%-18.7pp |
| Annual return | 16.99% | 16.90%+0.1pp | 773.79%-756.8pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,003 | $3,387-40.9% | $4,319-53.6% | $4,346-53.9% |
| Admin fee / account holder | $289 | $1,486-80.6% | $7,386-96.1% | $1,942-85.1% |