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 35-0472300 | Contract Administrator | $70,236 |
ERISA SPECIALIST2 years Service code 15 · EIN 47-3852281 | Recordkeeping | $21,789 |
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 | $82,822 | $61,272+35.2% | $149,673-44.7% | $71,457+15.9% |
| Participation rate | 99.3% | 62.5%+36.8pp | 78.8%+20.5pp | 67.9%+31.4pp |
| Annual return | 17.17% | 35.85%-18.7pp | 134.42%-117.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $4,445 | $2,378+86.9% | $4,818-7.7% | $2,588+71.8% |
| Participant deferral / active EE | $3,388 | $2,917+16.2% | $5,680-40.3% | $4,289-21.0% |
| Admin fee / account holder | $446 | $1,261-64.7% | $13,210-96.6% | $1,587-71.9% |