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 CORPORATION2+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $32,810 |
RETIREWELL ADMINISTRATORS2+ years Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE, SUITE H · MARLTON, NJ 08053 | Recordkeeping | $9,562 |
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 | $58,361 | $25,723+126.9% | $69,182-15.6% | $55,167+5.8% |
| Participation rate | 93.0% | 39.4%+53.6pp | 55.1%+37.9pp | 69.0%+24.0pp |
| Annual return | 6.01% | 9.56%-3.6pp | -21.93%+27.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,243 | $480+366.8% | $1,206+85.9% | $1,963+14.3% |
| Participant deferral / active EE | $4,047 | $963+320.0% | $1,897+113.3% | $3,054+32.5% |
| Admin fee / account holder | $286 | $365-21.5% | $2,697-89.4% | $504-43.2% |