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 9-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 CORPORATION6 years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FT. WAYNE, IN 46802 | Contract Administrator | $168,496 |
ERISA SPECIALIST3 years Service code 15 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950 | Recordkeeping | $56,779 |
401K SAFE6 years Service code 31 · EIN 30-0753428 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $11,685 |
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 | $51,531 | $54,193-4.9% | $93,606-44.9% | $77,643-33.6% |
| Participation rate | 94.8% | 63.9%+30.9pp | 68.7%+26.1pp | 70.6%+24.3pp |
| Annual return | 11.96% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,765 | $1,168+136.7% | $2,420+14.2% | $2,726+1.4% |
| Participant deferral / active EE | $6,519 | $3,144+107.4% | $4,411+47.8% | $4,647+40.3% |
| Admin fee / account holder | $402 | $576-30.2% | $8,285-95.1% | $430-6.6% |