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 35-0472300 | Contract Administrator | $61,017 |
WINNOW WEALTH, LLC1 year Service code 26 · EIN 87-2334687 | Advisory (Participants) | $26,020 |
MY BENEFITS, LLC8+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $13,650 |
Service code 26 · EIN 20-3520859 | Advisory (Participants) | $10,466 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $9,121 |
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 | $49,576 | $46,292+7.1% | $143,757-65.5% | $64,808-23.5% |
| Participation rate | 80.2% | 64.2%+16.0pp | 80.3%-0.1pp | 71.5%+8.7pp |
| Annual return | -16.86% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,453 | $1,910+80.8% | $4,951-30.3% | $2,506+37.8% |
| Participant deferral / active EE | $2,748 | $2,646+3.9% | $5,637-51.2% | $4,310-36.2% |
| Admin fee / account holder | $221 | $154+44.0% | $14,673-98.5% | $188+17.9% |