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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $24,177 |
Service code 27 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $9,943 |
RETIREWELL ADMINISTRATORS4 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST · MARLTON, NJ 08053 | Recordkeeping | $1,150 |
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 | $93,409 | $91,190+2.4% | $178,490-47.7% | $79,858+17.0% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 15.07% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $512 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $6,400 | $3,236+97.8% | $5,202+23.0% | $3,740+71.1% |
| Admin fee / account holder | $401 | $6,751-94.1% | $13,984-97.1% | $5,306-92.4% |