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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,766 |
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 | $137,483 | $85,515+60.8% | $112,040+22.7% | $67,986+102.2% |
| Participation rate | 99.4% | 68.2%+31.2pp | 76.5%+22.9pp | 57.2%+42.2pp |
| Annual return | 14.85% | 29.68%-14.8pp | 24.52%-9.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $5,121 | $2,191+133.7% | $2,954+73.4% | $2,019+153.7% |
| Participant deferral / active EE | $7,118 | $4,014+77.3% | $5,098+39.6% | $3,358+112.0% |
| Admin fee / account holder | $420 | $3,774-88.9% | $12,098-96.5% | $3,203-86.9% |