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 CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $28,535 |
Filed as: SCHWARTZ LASSON HARRIS, LTD. Service code 10 · EIN 23-2391384 TWO WALNUT GROVE DRIVE, SUITE 100 · HORSHAM, PA 19044 | Accounting | $12,750 |
Filed as: ASSOCIATED BENEFIT PLANNERS Service code 13 · EIN 23-2250214 215 WEST CHURCH ROAD · KING OF PRUSSIA, PA 19406 | Contract Administrator | $8,970 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,281 | $54,573+10.5% | $90,951-33.7% | $73,488-18.0% |
| Participation rate | 89.5% | 61.2%+28.4pp | 69.0%+20.5pp | 70.7%+18.8pp |
| Annual return | 14.68% | 16.69%-2.0pp | 134.60%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,516 | $991+53.0% | $2,122-28.5% | $2,270-33.2% |
| Participant deferral / active EE | $3,690 | $2,517+46.6% | $3,373+9.4% | $3,740-1.3% |
| Admin fee / account holder | $90 | $521-82.8% | $5,959-98.5% | $513-82.5% |