Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 CORPORATION11+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $87,649 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $47,239 |
PEERY & ASSOCIATES, INC.10+ years Filed as: PEERY & ASSOCIATES Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,155 | $45,343-26.9% | $150,298-77.9% | $67,986-51.2% |
| Participation rate | 84.4% | 51.9%+32.5pp | 77.8%+6.6pp | 57.2%+27.2pp |
| Annual return | 12.24% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,133 | $1,462-22.5% | $4,154-72.7% | $2,019-43.9% |
| Participant deferral / active EE | $4,467 | $2,055+117.4% | $5,453-18.1% | $3,358+33.0% |
| Admin fee / account holder | $222 | $2,250-90.1% | $14,116-98.4% | $3,203-93.1% |