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 | $40,785 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $199 |
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 | $60,625 | $76,050-20.3% | $96,544-37.2% | $71,457-15.2% |
| Participation rate | 84.2% | 74.4%+9.8pp | 76.0%+8.2pp | 67.9%+16.2pp |
| Annual return | 13.15% | 22.81%-9.7pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,080 | $2,244-7.3% | $2,965-29.8% | $2,588-19.6% |
| Participant deferral / active EE | $3,862 | $4,215-8.4% | $4,851-20.4% | $4,289-10.0% |
| Admin fee / account holder | $301 | $2,707-88.9% | $8,252-96.3% | $1,587-81.0% |