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 13 · EIN 35-1140070 | Contract Administrator | $33,252 |
MAHER DUESSEL3+ years Service code 10 · EIN 25-1622758 | Accounting | $7,550 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $7,052 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $1,544 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $168 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,179 | $55,453-33.0% | $170,442-78.2% | $62,292-40.3% |
| Participation rate | 79.1% | 66.4%+12.8pp | 83.6%-4.5pp | 69.5%+9.6pp |
| Annual return | 10.21% | 21.38%-11.2pp | 205.93%-195.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,386 | $2,164-35.9% | $5,433-74.5% | $2,042-32.1% |
| Participant deferral / active EE | $809 | $2,303-64.8% | $4,939-83.6% | $3,169-74.5% |
| Admin fee / account holder | $387 | $455-15.0% | $13,880-97.2% | $479-19.3% |