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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $31,985 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,319 |
Service code 15 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 190833100 | Recordkeeping | $4,475 |
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 | $44,616 | $102,317-56.4% | $146,958-69.6% | $80,856-44.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.31% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,178 | $3,713-14.4% | $4,933-35.6% | $2,755+15.4% |
| Participant deferral / active EE | $5,735 | $6,644-13.7% | $8,070-28.9% | $4,296+33.5% |
| Admin fee / account holder | $363 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |