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 CORPORATION5+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $7,420 |
THE ROSE FINANCIAL GROUP LLC5+ years Service code 15 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $775 |
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 | $73,350 | $58,512+25.4% | $84,015-12.7% | $72,985+0.5% |
| Participation rate | 90.5% | 61.2%+29.2pp | 69.0%+21.5pp | 69.5%+21.0pp |
| Annual return | 21.93% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $298 | $1,163-74.4% | $1,983-85.0% | $2,440-87.8% |
| Participant deferral / active EE | $5,635 | $2,394+135.4% | $3,239+74.0% | $3,607+56.2% |
| Admin fee / account holder | $73 | $4,569-98.4% | $6,101-98.8% | $5,124-98.6% |