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 CORPORATION6+ years Filed as: LINCOLN NATIONAL CORPORATON Service code 13 · EIN 35-1140070 | Contract Administrator | $31,416 |
SAGEPOINT FINANCIAL INC6+ years Filed as: FSC SECURITIES CORP Service code 26 STE 1100 · ATLANTA, GA 30339 | Advisory (Participants) | $0 |
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 | $61,032 | $66,124-7.7% | $90,404-32.5% | $73,488-17.0% |
| Participation rate | 40.9% | 69.7%-28.8pp | 72.7%-31.8pp | 70.7%-29.8pp |
| Annual return | 18.87% | 17.65%+1.2pp | 1293.02%-1274.1pp | 28.51%-9.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,230 | $3,039-59.5% | $3,963-69.0% | $3,740-67.1% |
| Admin fee / account holder | $305 | $396-23.0% | $5,611-94.6% | $513-40.6% |