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 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 |
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 | $33,155 | $49,915-33.6% | $154,803-78.6% | $74,304-55.4% |
| Participation rate | 84.4% | 54.0%+30.4pp | 78.1%+6.3pp | 60.3%+24.0pp |
| Annual return | 12.24% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,133 | $1,611-29.7% | $4,305-73.7% | $2,241-49.4% |
| Participant deferral / active EE | $4,467 | $2,255+98.1% | $5,540-19.4% | $3,767+18.6% |
| Admin fee / account holder | $222 | $2,189-89.9% | $14,329-98.4% | $2,969-92.5% |