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 6-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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $73,275 |
Service code 14 · EIN 04-3458623 435 LANCASTER STREET · LEOMINSTER, MA 01453 | Plan Administrator | $5,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,135 | $86,655+29.4% | $119,609-6.2% | $66,914+67.6% |
| Participation rate | 45.0% | 75.6%-30.6pp | 79.3%-34.3pp | 69.8%-24.8pp |
| Annual return | -18.35% | -8.00%-10.3pp | -14.97%-3.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,446 | $4,358+2.0% | $5,602-20.6% | $4,237+4.9% |
| Admin fee / account holder | $776 | $755+2.9% | $10,323-92.5% | $593+30.9% |