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 CORPORATION8 years Filed as: LINCOLN RETIRMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $94,993 |
TOPCHE & COMPANY LLC1 year Service code 10 · EIN 46-0558140 | Accounting | $12,066 |
THE RETIREMENT ADVANTAGE INC8 years Filed as: THE RETIRMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $9,641 |
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 | $126,786 | $82,978+52.8% | $129,995-2.5% | $71,457+77.4% |
| Participation rate | 67.1% | 74.1%-7.0pp | 78.5%-11.4pp | 67.9%-0.8pp |
| Annual return | 19.16% | 20.60%-1.4pp | -137.18%+156.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,135 | $2,622-18.5% | $4,320-50.6% | $2,588-17.5% |
| Participant deferral / active EE | $4,617 | $4,432+4.2% | $5,820-20.7% | $4,289+7.6% |
| Admin fee / account holder | $758 | $1,729-56.2% | $10,614-92.9% | $1,587-52.3% |