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 9-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 |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $40,425 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 99 · EIN 23-1702591 | Other Fees | $18,661 |
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 | $90,802 | $67,984+33.6% | $65,493+38.6% | $74,304+22.2% |
| Participation rate | 99.0% | 66.3%+32.7pp | 73.1%+26.0pp | 60.3%+38.7pp |
| Annual return | 13.35% | 19.87%-6.5pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $6,264 | $2,491+151.5% | $2,574+143.4% | $2,241+179.5% |
| Participant deferral / active EE | $8,344 | $3,346+149.3% | $3,961+110.7% | $3,767+121.5% |
| Admin fee / account holder | $304 | $1,373-77.8% | $5,028-93.9% | $2,969-89.7% |