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 CORPORATION1+ years Service code 27 · EIN 35-0472300 | Advisory (Plan) | $104,293 |
ST. PAUL ELEC ADMIN SVC CORP1+ years Filed as: ST. PAUL ADMIN SVC CORP Service code 13 · EIN 41-1505769 | Contract Administrator | $102,393 |
Service code 26 · EIN 32-0016703 | Advisory (Participants) | $60,000 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $11,024 |
FELHABER LARSON1+ years Service code 29 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554024504 | Legal | $7,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,818 | $80,354+0.6% | $133,980-39.7% | $63,975+26.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 12.60% | 13.11%-0.5pp | 29.30%-16.7pp | 48.65%-36.1pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,719 | $5,239-29.0% | $6,282-40.8% | $3,356+10.8% |
| Admin fee / account holder | $168 | $69+142.9% | $9,324-98.2% | $70+139.1% |