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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,199 |
TPA CORPORATION3 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 · EIN 35-1140070 | Recordkeeping | $2,797 |
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.)
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 | $36,465 | $59,417-38.6% | $93,606-61.0% | $74,495-51.1% |
| Participation rate | 62.3% | 59.7%+2.6pp | 68.7%-6.5pp | 67.2%-4.9pp |
| Annual return | 18.39% | 81.83%-63.4pp | 133.20%-114.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,261 | $1,264-0.2% | $2,420-47.9% | $2,623-51.9% |
| Participant deferral / active EE | $3,141 | $3,050+3.0% | $4,411-28.8% | $4,346-27.7% |
| Admin fee / account holder | $319 | $3,021-89.4% | $8,285-96.2% | $1,942-83.6% |