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 CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $122,439 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $10,463 |
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 | $96,673 | $66,124+46.2% | $90,404+6.9% | $73,488+31.5% |
| Participation rate | 56.6% | 69.7%-13.1pp | 72.7%-16.1pp | 70.7%-14.1pp |
| Annual return | 15.08% | 17.65%-2.6pp | 1293.02%-1277.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $608 | $2,346-74.1% | $3,262-81.4% | $2,270-73.2% |
| Participant deferral / active EE | $1,996 | $3,039-34.3% | $3,963-49.6% | $3,740-46.6% |
| Admin fee / account holder | $724 | $396+82.8% | $5,611-87.1% | $513+41.2% |