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 | $35,903 |
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $11,000 |
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 | $64,346 | $46,173+39.4% | $170,442-62.2% | $69,631-7.6% |
| Participation rate | 71.1% | 63.9%+7.2pp | 83.6%-12.5pp | 70.7%+0.4pp |
| Annual return | 20.75% | 21.62%-0.9pp | 205.93%-185.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $2,559 | $1,610+59.0% | $5,433-52.9% | $2,032+25.9% |
| Participant deferral / active EE | $4,354 | $2,080+109.3% | $4,939-11.8% | $3,224+35.1% |
| Admin fee / account holder | $170 | $116+46.9% | $13,880-98.8% | $110+54.3% |