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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 26 · EIN 35-1151034 1301 S HARRISON ST · FT WAYNE, IN 46802 | Advisory (Participants) | $18,224 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,019 |
401K GENERATION3 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $14,418 |
Filed as: LINCOLN DOUGLAS INVESTMENTS LLC Service code 26 · EIN 35-1151034 1051 NEWARK ROAD · MT VERNON, OH 43050 | Advisory (Participants) | $6,573 |
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.)
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 | $32,713 | $55,415-41.0% | $155,509-79.0% | $74,495-56.1% |
| Participation rate | 48.8% | 61.9%-13.1pp | 78.2%-29.4pp | 67.2%-18.4pp |
| Annual return | 11.08% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $889 | $2,267-60.8% | $4,672-81.0% | $2,623-66.1% |
| Participant deferral / active EE | $1,670 | $2,836-41.1% | $5,626-70.3% | $4,346-61.6% |
| Admin fee / account holder | $325 | $1,738-81.3% | $15,912-98.0% | $1,942-83.3% |