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 |
|---|---|---|
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $37,821 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON ST., SUITE 150 · FORT WAYNE, IN 46802 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $104,131 | $99,957+4.2% | $149,696-30.4% | $73,488+41.7% |
| Participation rate | 74.0% | 75.7%-1.7pp | 82.5%-8.5pp | 70.7%+3.3pp |
| Annual return | 16.47% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $902 | $3,191-71.7% | $4,644-80.6% | $2,270-60.3% |
| Participant deferral / active EE | $4,750 | $6,073-21.8% | $6,842-30.6% | $3,740+27.0% |
| Admin fee / account holder | $421 | $551-23.6% | $9,309-95.5% | $513-18.0% |