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 CORPORATION5 years Service code 15 · EIN 35-0472300 | Recordkeeping | $112,538 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $13,004 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,571 | $51,197+88.6% | $82,719+16.7% | $66,914+44.3% |
| Participation rate | 69.5% | 67.8%+1.7pp | 72.6%-3.1pp | 69.8%-0.3pp |
| Annual return | -17.86% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,998 | $2,611-23.5% | $3,009-33.6% | $2,544-21.5% |
| Participant deferral / active EE | $4,149 | $3,458+20.0% | $4,395-5.6% | $4,237-2.1% |
| Admin fee / account holder | $686 | $416+65.0% | $5,329-87.1% | $593+15.6% |