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: SHEPHERD FINANCIAL LLC Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 460325638 | Advisory (Plan) | $80,621 |
Service code 64 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,876 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS -BPC Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $5,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,061 |
Filed as: GWFS EQUITIES Service code 33 8515 E ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $25 |
SOMERSET CPAS7+ years Service code 10 SUITE 300 · INDIANAPOLIS, IN 46240 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,682 | $111,491-11.5% | $189,513-47.9% | $86,799+13.7% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.8%+8.1pp | 72.3%+23.6pp |
| Annual return | 21.03% | 83.50%-62.5pp | 555.15%-534.1pp | 97.91%-76.9pp |
| Employer contribution / active EE | $2,507 | $3,951-36.5% | $6,162-59.3% | $2,405+4.2% |
| Participant deferral / active EE | $6,508 | $6,437+1.1% | $8,221-20.8% | $4,131+57.5% |
| Admin fee / account holder | $238 | $189+25.9% | $12,045-98.0% | $170+40.1% |