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 CORPORATION8+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $18,739 |
ZENO POCKL LILLY AND COPELAND AC1 year Filed as: ZENO POCKLY LILLY & COPELAND Service code 27 · EIN 46-3686044 980 NATIONAL ROAD · WHEELING, WV 26003 | Advisory (Plan) | $6,675 |
W&W ACTUARIAL SERVICES, INC.1 year Filed as: W&W ACTUARIAL SERVICES INC Service code 15 · EIN 23-2655612 4955 STEUBENVILLE PIKE · PITTSBURGH, PA 15205 | Recordkeeping | $5,898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,228 | $53,162-41.3% | $91,220-65.8% | $68,494-54.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -17.17% | -3.14%-14.0pp | 114.01%-131.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,870 | $1,709+9.4% | $2,850-34.4% | $2,596-28.0% |
| Participant deferral / active EE | $1,940 | $2,974-34.8% | $4,234-54.2% | $4,027-51.8% |
| Admin fee / account holder | $295 | $4,493-93.4% | $5,420-94.5% | $5,403-94.5% |