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 | $55,211 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,080 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,577 | $57,651+114.4% | $112,229+10.1% | $71,457+72.9% |
| Participation rate | 81.0% | 58.9%+22.0pp | 72.4%+8.5pp | 67.9%+13.0pp |
| Annual return | 10.52% | 18.32%-7.8pp | 30.20%-19.7pp | 28.85%-18.3pp |
| Employer contribution / active EE | $2,580 | $1,913+34.8% | $3,430-24.8% | $2,588-0.3% |
| Participant deferral / active EE | $6,069 | $2,863+112.0% | $4,798+26.5% | $4,289+41.5% |
| Admin fee / account holder | $734 | $1,581-53.6% | $7,748-90.5% | $1,587-53.7% |