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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $70,266 |
COMPASS 360, LLC6 years Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVENUE, STE D201 · STRATHAM, NH 03885 | Recordkeeping | $21,208 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $150,738 | $81,248+85.5% | $155,509-3.1% | $80,856+86.4% |
| Participation rate | 86.8% | 66.2%+20.6pp | 78.2%+8.6pp | 67.6%+19.2pp |
| Annual return | 16.02% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,446 | $3,452+28.8% | $5,626-21.0% | $4,296+3.5% |
| Admin fee / account holder | $675 | $7,997-91.6% | $15,912-95.8% | $6,918-90.2% |