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 CORPORATION7 years Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-1140070 | Contract Administrator | $88,612 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 20-8764829 | Advisory (Plan) | $23,225 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,365 | $119,446+4.1% | $150,045-17.1% | $85,563+45.3% |
| Participation rate | 47.3% | 75.4%-28.1pp | 82.3%-35.0pp | 66.0%-18.6pp |
| Annual return | 18.71% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,045 | $7,985-24.3% | $7,997-24.4% | $4,375+38.2% |
| Admin fee / account holder | $488 | $548-10.8% | $13,435-96.4% | $834-41.4% |