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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $41,160 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Other Commissions | $24,714 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,547 | $82,664+9.5% | $125,339-27.8% | $68,494+32.2% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,122 | $3,381-66.8% | $4,814-76.7% | $2,596-56.8% |
| Participant deferral / active EE | $6,637 | $6,110+8.6% | $7,446-10.9% | $4,027+64.8% |
| Admin fee / account holder | $420 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |