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 9-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 35-1140010 | Contract Administrator | $35,881 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,114 |
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 | $54,927 | $56,972-3.6% | $182,532-69.9% | $65,185-15.7% |
| Participation rate | 84.9% | 66.5%+18.4pp | 78.0%+6.9pp | 70.2%+14.7pp |
| Annual return | 22.57% | 27.67%-5.1pp | 148.54%-126.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,215 | $1,615+37.2% | $4,076-45.7% | $2,177+1.8% |
| Participant deferral / active EE | $4,965 | $3,526+40.8% | $5,524-10.1% | $3,514+41.3% |
| Admin fee / account holder | $197 | $528-62.7% | $8,592-97.7% | $847-76.7% |