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 | $85,086 |
MMA SECURITIES LLC5 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $17,646 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $15,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,581 | $47,126-20.3% | $149,673-74.9% | $74,419-49.5% |
| Participation rate | 80.5% | 63.4%+17.1pp | 78.8%+1.7pp | 70.7%+9.8pp |
| Annual return | 12.15% | 22.75%-10.6pp | 134.42%-122.3pp | 34.38%-22.2pp |
| Employer contribution / active EE | $512 | $1,905-73.2% | $4,818-89.4% | $2,637-80.6% |
| Participant deferral / active EE | $3,769 | $2,728+38.2% | $5,680-33.6% | $4,528-16.8% |
| Admin fee / account holder | $343 | $343+0.1% | $13,210-97.4% | $348-1.4% |