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 35-0472300 | Contract Administrator | $118,442 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $60,482 |
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 | $92,878 | $98,727-5.9% | $113,168-17.9% | $85,563+8.5% |
| Participation rate | 92.3% | 80.8%+11.5pp | 76.6%+15.7pp | 66.0%+26.3pp |
| Annual return | 13.12% | 17.43%-4.3pp | 24.27%-11.1pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,599 | $2,907-45.0% | $2,975-46.2% | $2,654-39.7% |
| Participant deferral / active EE | $7,086 | $5,424+30.6% | $5,107+38.8% | $4,375+62.0% |
| Admin fee / account holder | $383 | $357+7.4% | $12,068-96.8% | $834-54.1% |