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 15 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $7,905 |
Filed as: ROSE FINANCIAL GROUP Service code 13 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Contract Administrator | $1,969 |
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 | $61,471 | $50,958+20.6% | $74,550-17.5% | $64,186-4.2% |
| Participation rate | 81.6% | 61.1%+20.6pp | 69.1%+12.5pp | 69.6%+12.0pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $245 | $1,115-78.1% | $1,961-87.5% | $2,381-89.7% |
| Participant deferral / active EE | $5,080 | $2,301+120.7% | $3,108+63.4% | $3,470+46.4% |
| Admin fee / account holder | $95 | $4,223-97.7% | $5,060-98.1% | $4,888-98.1% |