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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $41,255 |
SIKICH LLP4 years Service code 16 · EIN 36-3168081 | Consulting | $27,669 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 41-1411118 | Advisory (Participants) | $25,887 |
Filed as: KESTRA ADVISORY Service code 26 · EIN 35-2552359 | Advisory (Participants) | $23,244 |
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 | $33,418 | $44,734-25.3% | $99,443-66.4% | $67,579-50.5% |
| Participation rate | 96.2% | 66.2%+30.1pp | 73.8%+22.4pp | 71.3%+25.0pp |
| Annual return | 23.69% | 32.45%-8.8pp | 30.72%-7.0pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,435 | $1,261+13.8% | $2,540-43.5% | $2,148-33.2% |
| Participant deferral / active EE | $3,329 | $2,731+21.9% | $3,619-8.0% | $3,539-5.9% |
| Admin fee / account holder | $161 | $120+34.2% | $6,250-97.4% | $142+12.8% |