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 CORPORATION8+ years Service code 13 · EIN 35-1140070 150 NORTH RADNOR · RADNOR, PA 19087 | Contract Administrator | $16,531 |
Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 33-5213075 6602 EAST 75TH ST SUITE200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $4,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,594 | $48,265-47.0% | $68,791-62.8% | $68,494-62.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.60% | -12.71%-3.9pp | -6.38%-10.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,756 | $1,829+105.4% | $2,655+41.5% | $2,596+44.7% |
| Participant deferral / active EE | $4,462 | $2,867+55.7% | $3,941+13.2% | $4,027+10.8% |
| Admin fee / account holder | $369 | $4,355-91.5% | $4,932-92.5% | $5,403-93.2% |