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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,367 |
Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E. 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $825 |
Employer contribution per participant 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 | $49,427 | $42,546+16.2% | $71,796-31.2% | $55,167-10.4% |
| Participation rate | 99.2% | 59.1%+40.1pp | 69.1%+30.1pp | 69.0%+30.2pp |
| Annual return | 9.50% | 12.36%-2.9pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $134 | $803-83.3% | $1,924-93.0% | $1,963-93.2% |
| Participant deferral / active EE | $2,995 | $2,064+45.1% | $2,794+7.2% | $3,054-2.0% |
| Admin fee / account holder | $84 | $650-87.0% | $4,815-98.3% | $504-83.3% |