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 | $64,705+40.3% | $62,929+44.3% | $67,986+33.6% |
| Participation rate | 99.0% | 65.6%+33.5pp | 73.1%+25.9pp | 57.2%+41.8pp |
| Annual return | 13.35% | 20.31%-7.0pp | 1063.93%-1050.6pp | 31.67%-18.3pp |
| Employer contribution / active EE | $6,264 | $2,376+163.7% | $2,505+150.1% | $2,019+210.3% |
| Participant deferral / active EE | $8,344 | $3,198+160.9% | $3,888+114.6% | $3,358+148.5% |
| Admin fee / account holder | $304 | $1,428-78.7% | $5,065-94.0% | $3,203-90.5% |