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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $68,757 |
LINCOLN NATIONAL CORPORATION3+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $22,525 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $22,500 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $47,112 | $70,083-32.8% | $59,878-21.3% | $55,725-15.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 7.61% | 3.13%+4.5pp | 3.46%+4.1pp | 244.93%-237.3pp |
| Employer contribution / active EE | $3,320 | $2,878+15.3% | $2,722+22.0% | $2,078+59.8% |
| Participant deferral / active EE | $2,212 | $3,079-28.2% | $3,402-35.0% | $3,356-34.1% |
| Admin fee / account holder | $106 | $70+51.4% | $3,590-97.0% | $115-7.6% |