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 13 · EIN 35-0472300 | Contract Administrator | $76,196 |
Filed as: KESTRA ADVISORY Service code 26 · EIN 35-2552359 | Advisory (Participants) | $47,947 |
SIKICH LLP3 years Service code 16 · EIN 36-3168081 | Consulting | $28,294 |
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 | $32,880 | $37,591-12.5% | $90,645-63.7% | $55,725-41.0% |
| Participation rate | 94.6% | 66.4%+28.3pp | 74.0%+20.6pp | 70.9%+23.8pp |
| Annual return | -7.51% | -3.20%-4.3pp | 1.88%-9.4pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,520 | $1,302+16.7% | $2,532-40.0% | $2,078-26.9% |
| Participant deferral / active EE | $3,490 | $2,643+32.0% | $3,425+1.9% | $3,356+4.0% |
| Admin fee / account holder | $257 | $100+157.3% | $4,994-94.8% | $115+123.3% |