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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $38,705 |
CW ASSOCIATES1 year Filed as: CW ASSOCIATES CPA Service code 16 · EIN 26-1659234 | Consulting | $10,261 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,117 | $48,576-40.1% | $169,463-82.8% | $56,287-48.3% |
| Participation rate | 59.4% | 65.8%-6.5pp | 77.8%-18.4pp | 69.9%-10.5pp |
| Annual return | -4.11% | -2.51%-1.6pp | 1.83%-5.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $561 | $1,559-64.0% | $4,159-86.5% | $2,111-73.4% |
| Participant deferral / active EE | $1,498 | $3,275-54.3% | $5,277-71.6% | $3,350-55.3% |
| Admin fee / account holder | $462 | $435+6.2% | $9,109-94.9% | $521-11.3% |