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) | $37,222 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,944 |
Service code 15 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 190833100 | Recordkeeping | $20,664 |
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 | $65,915 | $109,881-40.0% | $150,045-56.1% | $84,808-22.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.36% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,078 | $3,561-13.6% | $4,693-34.4% | $2,631+17.0% |
| Participant deferral / active EE | $5,569 | $6,636-16.1% | $7,997-30.4% | $4,212+32.2% |
| Admin fee / account holder | $619 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |