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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,905 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,597 | $61,272+65.8% | $149,673-32.1% | $71,457+42.2% |
| Participation rate | 54.7% | 62.5%-7.8pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 16.70% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $525 | $2,378-77.9% | $4,818-89.1% | $2,588-79.7% |
| Participant deferral / active EE | $4,871 | $2,917+67.0% | $5,680-14.2% | $4,289+13.6% |
| Admin fee / account holder | $369 | $1,261-70.8% | $13,210-97.2% | $1,587-76.8% |