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 Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P. O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $47,374 |
KERBERROSE WEALTH MANAGEMENT2 years Service code 51 · EIN 30-0793896 115 EAST 5TH STREET · SHAWANO, WI 54166 | Investment Mgmt Fees | $28,892 |
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 | $72,624 | $64,919+11.9% | $392,568-81.5% | $65,185+11.4% |
| Participation rate | 98.0% | 72.0%+26.0pp | 78.1%+20.0pp | 70.2%+27.8pp |
| Annual return | 22.82% | 26.09%-3.3pp | 24.42%-1.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,941 | $2,374-18.2% | $3,783-48.7% | $2,177-10.8% |
| Participant deferral / active EE | $4,162 | $3,668+13.4% | $5,985-30.5% | $3,514+18.4% |
| Admin fee / account holder | $418 | $634-34.1% | $6,260-93.3% | $847-50.7% |