See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $69,443 |
WINNOW WEALTH, LLC4 years Service code 26 · EIN 87-2334687 | Advisory (Participants) | $43,258 |
MY BENEFITS, LLC11+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $26,570 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $10,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,786 | $50,982+21.2% | $154,803-60.1% | $85,563-27.8% |
| Participation rate | 74.7% | 59.8%+14.9pp | 78.1%-3.4pp | 66.0%+8.7pp |
| Annual return | 15.53% | 30.35%-14.8pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,971 | $1,708+73.9% | $4,305-31.0% | $2,654+12.0% |
| Participant deferral / active EE | $2,442 | $2,474-1.3% | $5,540-55.9% | $4,375-44.2% |
| Admin fee / account holder | $200 | $846-76.4% | $14,329-98.6% | $834-76.1% |