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 CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $95,469 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $28,239 |
DANZIGER & MARKHOFF LLP7 years Service code 15 · EIN 13-3010201 | Recordkeeping | $27,169 |
Filed as: PERIGON WEALTH MANAGEMENT Service code 26 · EIN 20-1006470 | Advisory (Participants) | $25,877 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $15,000 |
PM WEALTH MANAGEMENT4 years Service code 26 · EIN 83-2147735 | Advisory (Participants) | $2,361 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,407 | $91,407+18.6% | $135,903-20.2% | $71,457+51.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 12.27% | 29.90%-17.6pp | 68.23%-56.0pp | 28.85%-16.6pp |
| Employer contribution / active EE | $4,791 | $3,703+29.4% | $4,856-1.3% | $2,588+85.2% |
| Participant deferral / active EE | $11,585 | $7,092+63.4% | $7,758+49.3% | $4,289+170.1% |
| Admin fee / account holder | $694 | $1,266-45.2% | $10,762-93.6% | $1,587-56.3% |