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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $112,180 |
RSM US LLP4 years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $25,182 |
MMA SECURITIES LLC4 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $22,759 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,915 | $46,292-28.9% | $143,757-77.1% | $64,808-49.2% |
| Participation rate | 80.9% | 64.2%+16.7pp | 80.3%+0.6pp | 71.5%+9.5pp |
| Annual return | -14.02% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $484 | $1,910-74.6% | $4,951-90.2% | $2,506-80.7% |
| Participant deferral / active EE | $3,576 | $2,646+35.2% | $5,637-36.6% | $4,310-17.0% |
| Admin fee / account holder | $471 | $154+206.3% | $14,673-96.8% | $188+150.8% |