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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,252 |
Filed as: LONG AND ASSOCIATES Service code 27 · EIN 35-2009629 8388 E 116TH STREET · FISHERS, IN 46038 | Advisory (Plan) | $8,725 |
THE ROSE FINANCIAL GROUP LLC8 years Service code 15 · EIN 35-2130755 | Recordkeeping | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,809 | $50,815-47.2% | $155,509-82.8% | $77,643-65.5% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-27.9pp |
| Annual return | 11.20% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,008 | $1,993-49.4% | $4,672-78.4% | $2,726-63.0% |
| Participant deferral / active EE | $1,478 | $2,822-47.6% | $5,626-73.7% | $4,647-68.2% |
| Admin fee / account holder | $177 | $437-59.4% | $15,912-98.9% | $430-58.8% |