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 Service code 27 · EIN 35-1140070 | Advisory (Plan) | $27,578 |
CURCIO WEBB3+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $26,582 |
ARNOLD & PORTER1 year Filed as: ARNOLD & PORTER KAYE SCHOLER LLP Service code 29 · EIN 53-0208605 | Legal | $7,383 |
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 | $162,680 | $68,544+137.3% | $115,752+40.5% | $69,631+133.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 70.7%+29.3pp |
| Annual return | 14.61% | 20.97%-6.4pp | 19.41%-4.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $4,204 | $2,400+75.2% | $3,492+20.4% | $2,032+106.9% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $84 | $90-7.4% | $6,278-98.7% | $110-24.3% |