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 CORPORATION2 years Service code 15 · EIN 35-0472300 | Recordkeeping | $115,012 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $9,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,034 | $51,620+74.4% | $90,281-0.3% | $65,185+38.1% |
| Participation rate | 56.4% | 68.6%-12.2pp | 73.3%-16.8pp | 70.2%-13.8pp |
| Annual return | 23.77% | 24.94%-1.2pp | 78.10%-54.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,356 | $2,871-17.9% | $3,885-39.4% | $3,514-32.9% |
| Admin fee / account holder | $784 | $384+104.0% | $5,351-85.4% | $847-7.5% |