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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $67,046 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
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 | $151,606 | $67,984+123.0% | $65,493+131.5% | $74,304+104.0% |
| Participation rate | 51.0% | 66.3%-15.3pp | 73.1%-22.1pp | 60.3%-9.3pp |
| Annual return | 10.49% | 19.87%-9.4pp | 982.45%-972.0pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,545 | $2,491-38.0% | $2,574-40.0% | $2,241-31.1% |
| Participant deferral / active EE | $3,276 | $3,346-2.1% | $3,961-17.3% | $3,767-13.0% |
| Admin fee / account holder | $433 | $1,373-68.5% | $5,028-91.4% | $2,969-85.4% |