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 CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P. O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $52,344 |
KERBERROSE WEALTH MANAGEMENT3 years Service code 51 · EIN 30-0793896 115 EAST 5TH STREET · SHAWANO, WI 54166 | Investment Mgmt Fees | $32,051 |
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 | $84,850 | $95,762-11.4% | $379,746-77.7% | $79,858+6.3% |
| Participation rate | 96.9% | 74.0%+22.9pp | 78.4%+18.5pp | 69.6%+27.3pp |
| Annual return | 17.49% | 18.26%-0.8pp | 34.90%-17.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,966 | $2,695-27.1% | $3,540-44.5% | $2,471-20.5% |
| Participant deferral / active EE | $4,367 | $4,705-7.2% | $6,024-27.5% | $3,740+16.8% |
| Admin fee / account holder | $438 | $6,745-93.5% | $7,927-94.5% | $5,306-91.7% |