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 Service code 13 · EIN 35-1140070 | Contract Administrator | $23,643 |
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DR W SUITE H · MARLTON, NJ 08053 | Recordkeeping | $1,986 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,298 | $98,750-63.2% | $149,696-75.8% | $79,858-54.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.04% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,538 | $3,216-52.2% | $4,644-66.9% | $2,471-37.8% |
| Participant deferral / active EE | $5,294 | $5,680-6.8% | $6,842-22.6% | $3,740+41.6% |
| Admin fee / account holder | $182 | $6,053-97.0% | $9,309-98.0% | $5,306-96.6% |