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 | $42,194 |
SYM FINANCIAL CORPORATION3+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $13,640 |
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 | $25,791 | $55,453-53.5% | $170,442-84.9% | $62,292-58.6% |
| Participation rate | 73.7% | 66.4%+7.3pp | 83.6%-9.9pp | 69.5%+4.2pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,006 | $2,164-53.5% | $5,433-81.5% | $2,042-50.7% |
| Participant deferral / active EE | $2,125 | $2,303-7.7% | $4,939-57.0% | $3,169-32.9% |
| Admin fee / account holder | $399 | $455-12.4% | $13,880-97.1% | $479-16.9% |