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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,823 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $18,563 |
TPA CORPORATION3 years Filed as: TPA Service code 15 | Recordkeeping | $4,559 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,794 | $59,097-54.7% | $82,389-67.5% | $74,304-63.9% |
| Participation rate | 86.8% | 52.8%+34.1pp | 69.5%+17.3pp | 60.3%+26.5pp |
| Annual return | 10.42% | 22.85%-12.4pp | 28.67%-18.2pp | 29.43%-19.0pp |
| Employer contribution / active EE | $2,970 | $1,601+85.5% | $2,517+18.0% | $2,241+32.5% |
| Participant deferral / active EE | $1,494 | $2,775-46.2% | $4,155-64.0% | $3,767-60.3% |
| Admin fee / account holder | $262 | $4,489-94.2% | $7,231-96.4% | $2,969-91.2% |