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 CORPORATION3 years Service code 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $41,567 |
Service code 37 · EIN 27-3853858 P.O. BOX 1215 · BROOKHAVEN, PA 19015 | Loan Processing | $3,875 |
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 | $52,516 | $30,400+72.8% | $53,898-2.6% | $84,808-38.1% |
| Participation rate | 88.7% | 46.4%+42.3pp | 55.0%+33.8pp | 68.3%+20.4pp |
| Annual return | 7.79% | 500.19%-492.4pp | 528.60%-520.8pp | 40.90%-33.1pp |
| Employer contribution / active EE | $2,371 | $603+293.4% | $932+154.4% | $2,631-9.9% |
| Participant deferral / active EE | $2,409 | $1,199+101.0% | $1,826+31.9% | $4,212-42.8% |
| Admin fee / account holder | $395 | $1,993-80.2% | $2,491-84.1% | $7,344-94.6% |