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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,978 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $31,181 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $15,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,650 | $65,561+21.5% | $91,541-13.0% | $74,304+7.2% |
| Participation rate | 96.0% | 56.6%+39.5pp | 69.8%+26.3pp | 60.3%+35.7pp |
| Annual return | 15.69% | 17.68%-2.0pp | 20.50%-4.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $541 | $1,717-68.5% | $2,505-78.4% | $2,241-75.8% |
| Participant deferral / active EE | $4,204 | $2,918+44.1% | $4,008+4.9% | $3,767+11.6% |
| Admin fee / account holder | $331 | $3,333-90.1% | $6,956-95.2% | $2,969-88.9% |