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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIOWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,179 |
BPC1 year Service code 13 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 61822 | Contract Administrator | $7,746 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 27 601 OFFICE CENTER DR. · FORT WASHINGTON, PA 190341595 | Advisory (Plan) | $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 | $67,469 | $80,005-15.7% | $140,016-51.8% | $55,725+21.1% |
| Participation rate | 92.4% | 87.0%+5.4pp | 87.5%+4.9pp | 70.9%+21.6pp |
| Annual return | 29.18% | 0.46%+28.7pp | 651.12%-621.9pp | 244.93%-215.7pp |
| Employer contribution / active EE | $2,192 | $3,403-35.6% | $5,606-60.9% | $2,078+5.5% |
| Participant deferral / active EE | $5,581 | $5,264+6.0% | $6,927-19.4% | $3,356+66.3% |
| Admin fee / account holder | $29 | $116-75.3% | $10,705-99.7% | $115-75.2% |