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 |
|---|---|---|
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 PO BOX 120190 · GRAND RAPIDS, MI 495280104 | Recordkeeping | $24,348 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $1,830 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,305 | $119,446+35.9% | $150,045+8.2% | $85,563+89.7% |
| Participation rate | 80.8% | 75.4%+5.4pp | 82.3%-1.5pp | 66.0%+14.9pp |
| Annual return | 11.77% | 23.72%-12.0pp | 62.55%-50.8pp | 31.51%-19.7pp |
| Employer contribution / active EE | $3,584 | $4,078-12.1% | $4,693-23.6% | $2,654+35.0% |
| Participant deferral / active EE | $4,920 | $7,985-38.4% | $7,997-38.5% | $4,375+12.5% |
| Admin fee / account holder | $89 | $548-83.7% | $13,435-99.3% | $834-89.3% |