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 CORPORATION2+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $32,908 |
PEERY & ASSOCIATES, INC.1+ years Filed as: PEERY & ASSOCIATES Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $8,921 |
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 | $18,712 | $46,732-60.0% | $156,549-88.0% | $55,167-66.1% |
| Participation rate | 89.4% | 65.8%+23.6pp | 84.0%+5.4pp | 69.0%+20.4pp |
| Annual return | 6.90% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,069 | $2,105-49.2% | $5,501-80.6% | $1,963-45.5% |
| Participant deferral / active EE | $3,355 | $2,204+52.2% | $4,871-31.1% | $3,054+9.9% |
| Admin fee / account holder | $122 | $418-70.8% | $13,027-99.1% | $504-75.7% |