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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 1300 S CLINTON AVE · FORT WAYNE, IN 46801 | Contract Administrator | $17,186 |
Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $5,933 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,747 | $52,953-57.0% | $172,739-86.8% | $65,185-65.1% |
| Participation rate | 83.0% | 66.2%+16.8pp | 82.6%+0.3pp | 70.2%+12.8pp |
| Annual return | 5.99% | 30.12%-24.1pp | 802.84%-796.9pp | 29.38%-23.4pp |
| Employer contribution / active EE | $3,371 | $2,190+54.0% | $5,143-34.4% | $2,177+54.9% |
| Participant deferral / active EE | $944 | $2,471-61.8% | $5,198-81.8% | $3,514-73.1% |
| Admin fee / account holder | $87 | $472-81.7% | $13,954-99.4% | $847-89.8% |