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 35 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Employee (plan sponsor) | $49,506 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2130755 75-280 HIGHWAY 111 STE 100 · INDIAN WELLS, CA 92210 | Contract Administrator | $24,117 |
THE ROSE FINANCIAL GROUP LLC7+ years Service code 15 · EIN 33-5213075 6602 EAST 75TH STREET SUITE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $11,231 |
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 | $100,248 | $70,587+42.0% | $124,672-19.6% | $85,850+16.8% |
| Participation rate | 72.2% | 64.4%+7.7pp | 74.6%-2.4pp | 69.3%+2.9pp |
| Annual return | 7.63% | 20688.83%-20681.2pp | 5142.93%-5135.3pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,697 | $1,913+40.9% | $3,324-18.9% | $2,565+5.1% |
| Participant deferral / active EE | $5,236 | $2,969+76.4% | $4,614+13.5% | $3,952+32.5% |
| Admin fee / account holder | $490 | $5,282-90.7% | $7,493-93.5% | $6,260-92.2% |