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 Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 35-0472300 | Other Services | $22,205 |
MORNINGSTAR1 year Service code 27 · EIN 36-4317381 | Advisory (Plan) | $30 |
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 | $80,859 | $50,199+61.1% | $70,092+15.4% | $66,914+20.8% |
| Participation rate | 93.3% | 66.3%+26.9pp | 70.5%+22.8pp | 69.8%+23.5pp |
| Annual return | -16.12% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,693 | $1,864-9.2% | $2,559-33.8% | $2,544-33.4% |
| Participant deferral / active EE | $5,847 | $3,112+87.9% | $3,849+51.9% | $4,237+38.0% |
| Admin fee / account holder | $308 | $600-48.7% | $6,267-95.1% | $593-48.1% |