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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 55 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $22,581 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $14,569 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,149 |
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 | $73,907 | $77,813-5.0% | $123,544-40.2% | $64,186+15.1% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -5.63% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,628 | $5,240+7.4% | $6,426-12.4% | $3,470+62.2% |
| Admin fee / account holder | $91 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |