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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 55 | Other Commissions | $9,307 |
3G RETIREMENT SERVICES, LLC2+ years Service code 13 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Contract Administrator | $7,875 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMEN CO I Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,462 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 10 127 PUBLIC SQUARE 17TH FLOOR · CLEVELAND, OH 44114 | Accounting | $0 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 55 MERIDIAN BLDG 1320 MAIN ST STE 700 · COLUMBIA, SC 292013258 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,343 | $52,884-14.3% | $84,750-46.5% | $55,167-17.8% |
| Participation rate | 66.1% | 67.5%-1.4pp | 76.6%-10.5pp | 69.0%-2.9pp |
| Annual return | 7.15% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,474 | $2,233-34.0% | $3,574-58.7% | $1,963-24.9% |
| Participant deferral / active EE | $3,009 | $2,644+13.8% | $3,712-18.9% | $3,054-1.5% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-98.9% |