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 CO Service code 27 · EIN 35-0472300 | Advisory (Plan) | $80,801 |
Service code 13 · EIN 41-0956552 | Contract Administrator | $60,000 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $52,383 |
Service code 26 · EIN 32-0016703 | Advisory (Participants) | $45,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $18,524 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $17,133 |
FELHABER LARSON4+ years Service code 29 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554024504 | Legal | $12,009 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,869 | $95,776+1.1% | $162,163-40.3% | $77,787+24.5% |
| Participation rate | 79.7% | 88.6%-9.0pp | 87.6%-7.9pp | 73.2%+6.5pp |
| Annual return | 2.15% | 37.03%-34.9pp | 115.59%-113.4pp | 32.57%-30.4pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,678 | $6,125-39.9% | $7,298-49.6% | $3,967-7.3% |
| Admin fee / account holder | $208 | $88+136.9% | $10,843-98.1% | $100+107.6% |