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 CORPORATION2 years Service code 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $43,545 |
Service code 37 · EIN 27-3853858 P.O. BOX 1215 · BROOKHAVEN, PA 19015 | Loan Processing | $2,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,524 | $29,660+151.3% | $56,411+32.1% | $80,856-7.8% |
| Participation rate | 88.9% | 41.6%+47.2pp | 52.5%+36.4pp | 67.6%+21.3pp |
| Annual return | 7.37% | 35.23%-27.9pp | 1701.33%-1694.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,363 | $669+253.0% | $1,039+127.5% | $2,755-14.2% |
| Participant deferral / active EE | $2,552 | $1,226+108.1% | $1,952+30.7% | $4,296-40.6% |
| Admin fee / account holder | $414 | $2,428-82.9% | $2,829-85.3% | $6,918-94.0% |