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 Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $22,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,422 |
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 | $75,799 | $64,119+18.2% | $112,228-32.5% | $66,914+13.3% |
| Participation rate | 67.1% | 68.5%-1.4pp | 75.1%-8.0pp | 69.8%-2.7pp |
| Annual return | -18.12% | -13.81%-4.3pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $921 | $3,005-69.4% | $3,635-74.7% | $2,544-63.8% |
| Participant deferral / active EE | $4,224 | $3,693+14.4% | $4,728-10.7% | $4,237-0.3% |
| Admin fee / account holder | $344 | $625-44.9% | $6,410-94.6% | $593-42.0% |