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 35-0472300 | Contract Administrator | $62,338 |
ERISA SPECIALIST1 year Service code 15 · EIN 47-3852281 | Recordkeeping | $9,903 |
STEVENS DOWD & COMPANY3 years Filed as: STEVENS DOWD & COMPANY DBA BENEFIT Service code 15 · EIN 47-3852281 | Recordkeeping | $6,093 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,614 | $65,061-14.5% | $143,757-61.3% | $66,914-16.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.22% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,052 | $2,361+71.7% | $4,951-18.1% | $2,544+59.3% |
| Participant deferral / active EE | $3,021 | $2,919+3.5% | $5,637-46.4% | $4,237-28.7% |
| Admin fee / account holder | $311 | $502-38.1% | $14,673-97.9% | $593-47.6% |