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 35 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Employee (plan sponsor) | $33,850 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 13 · EIN 13-2638166 75-280 HIGHWAY 111 STE 100 · INDIAN WELL, CA 92210 | Contract Administrator | $22,321 |
THE ROSE FINANCIAL GROUP LLC4 years Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E 75TH ST STE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $2,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $84,822 | $54,045+56.9% | $115,157-26.3% | $65,185+30.1% |
| Participation rate | 71.2% | 63.5%+7.6pp | 75.9%-4.7pp | 70.2%+1.0pp |
| Annual return | 15.34% | 26.55%-11.2pp | 35.60%-20.3pp | 29.38%-14.0pp |
| Employer contribution / active EE | $1,923 | $1,653+16.3% | $3,179-39.5% | $2,177-11.7% |
| Participant deferral / active EE | $4,013 | $2,504+60.2% | $4,168-3.7% | $3,514+14.2% |
| Admin fee / account holder | $314 | $626-49.8% | $7,088-95.6% | $847-63.0% |