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 Service code 50 · EIN 35-0472300 | Direct Payment | $105,372 |
DUNBAR, BENDER & ZAPF, INC.8 years Service code 15 · EIN 25-1650062 | Recordkeeping | $1,600 |
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.)
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 | $107,291 | $80,724+32.9% | $103,333+3.8% | $74,495+44.0% |
| Participation rate | 56.8% | 65.7%-8.9pp | 74.5%-17.7pp | 67.2%-10.4pp |
| Annual return | 15.24% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,272 | $3,157-28.0% | $3,868-41.3% | $2,623-13.4% |
| Participant deferral / active EE | $4,779 | $3,860+23.8% | $5,057-5.5% | $4,346+10.0% |
| Admin fee / account holder | $629 | $2,368-73.4% | $8,355-92.5% | $1,942-67.6% |