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 CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $88,249 |
ERISA SPECIALIST3 years Service code 15 · EIN 47-3852281 | Recordkeeping | $17,912 |
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 | $87,822 | $55,415+58.5% | $155,509-43.5% | $74,495+17.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.29% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,939 | $2,267+73.7% | $4,672-15.7% | $2,623+50.2% |
| Participant deferral / active EE | $3,313 | $2,836+16.8% | $5,626-41.1% | $4,346-23.8% |
| Admin fee / account holder | $457 | $1,738-73.7% | $15,912-97.1% | $1,942-76.5% |