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 FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $90,650 |
Filed as: NORTHSTAR ASSET MANAGEMENT Service code 13 · EIN 13-4264898 | Contract Administrator | $44,438 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL GROUP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,386 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,083 | $45,031+115.6% | $84,966+14.3% | $77,643+25.0% |
| Participation rate | 39.3% | 48.7%-9.3pp | 67.5%-28.2pp | 70.6%-31.2pp |
| Annual return | 10.18% | 79.22%-69.0pp | 66.38%-56.2pp | 31.24%-21.1pp |
| Employer contribution / active EE | $840 | $1,609-47.8% | $2,727-69.2% | $2,726-69.2% |
| Participant deferral / active EE | $6,424 | $2,807+128.8% | $4,519+42.1% | $4,647+38.2% |
| Admin fee / account holder | $390 | $912-57.2% | $6,149-93.7% | $430-9.4% |