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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,948 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $10,260 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,813 | $58,879-20.5% | $178,490-73.8% | $73,488-36.3% |
| Participation rate | 76.0% | 66.2%+9.8pp | 81.9%-5.9pp | 70.7%+5.4pp |
| Annual return | 16.78% | 24.86%-8.1pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,438 | $2,236-35.7% | $5,011-71.3% | $2,270-36.6% |
| Participant deferral / active EE | $1,301 | $2,567-49.3% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $355 | $400-11.3% | $13,984-97.5% | $513-30.8% |