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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,281 |
SYM FINANCIAL CORPORATION2+ years Filed as: SYM FINANCIAL ADVISORS Service code 10 · EIN 35-1550787 | Accounting | $12,238 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,255 | $46,732-50.2% | $156,549-85.1% | $55,167-57.8% |
| Participation rate | 68.7% | 65.8%+2.9pp | 84.0%-15.3pp | 69.0%-0.3pp |
| Annual return | 7.60% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $790 | $2,105-62.5% | $5,501-85.6% | $1,963-59.7% |
| Participant deferral / active EE | $1,683 | $2,204-23.6% | $4,871-65.4% | $3,054-44.9% |
| Admin fee / account holder | $356 | $418-14.8% | $13,027-97.3% | $504-29.3% |