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 Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Other Services | $75,489 |
3G RETIREMENT SERVICES, LLC2 years Filed as: 3G RETIRMEENT SERVICES, LLC Service code 15 · EIN 27-4433997 12 CLUSTERS COURT, SUITE A · COLUMBIA, SC 29210 | Recordkeeping | $19,097 |
MORNINGSTAR3 years Service code 27 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $194 |
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 | $103,195 | $66,457+55.3% | $81,382+26.8% | $77,643+32.9% |
| Participation rate | 73.0% | 68.7%+4.3pp | 69.5%+3.5pp | 70.6%+2.4pp |
| Annual return | 16.50% | 15.93%+0.6pp | 24.73%-8.2pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,289 | $2,159-40.3% | $2,463-47.7% | $2,726-52.7% |
| Participant deferral / active EE | $4,171 | $3,679+13.4% | $3,883+7.4% | $4,647-10.3% |
| Admin fee / account holder | $331 | $583-43.1% | $5,768-94.3% | $430-23.0% |