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 CORPORATION4 years Service code 15 · EIN 35-0472300 | Recordkeeping | $150,864 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $13,324 |
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 | $116,268 | $63,745+82.4% | $98,442+18.1% | $79,386+46.5% |
| Participation rate | 71.1% | 69.9%+1.2pp | 73.3%-2.3pp | 70.7%+0.4pp |
| Annual return | 17.01% | 625.80%-608.8pp | 1492.73%-1475.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,247 | $2,557-51.2% | $2,960-57.9% | $2,427-48.6% |
| Participant deferral / active EE | $3,578 | $3,303+8.3% | $4,276-16.3% | $4,046-11.6% |
| Admin fee / account holder | $939 | $516+82.1% | $5,949-84.2% | $626+49.9% |