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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,945 |
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 | $63,117 | $65,061-3.0% | $143,757-56.1% | $66,914-5.7% |
| Participation rate | 91.3% | 65.2%+26.2pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -16.66% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,824 | $2,361-22.7% | $4,951-63.2% | $2,544-28.3% |
| Participant deferral / active EE | $3,309 | $2,919+13.4% | $5,637-41.3% | $4,237-21.9% |
| Admin fee / account holder | $383 | $502-23.7% | $14,673-97.4% | $593-35.5% |