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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,691 |
SYM FINANCIAL CORPORATION4+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $15,105 |
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 | $23,030 | $47,977-52.0% | $154,107-85.1% | $56,287-59.1% |
| Participation rate | 73.8% | 66.2%+7.6pp | 83.0%-9.3pp | 69.9%+3.9pp |
| Annual return | -6.62% | 3.54%-10.2pp | 735.12%-741.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $932 | $2,169-57.0% | $5,298-82.4% | $2,111-55.9% |
| Participant deferral / active EE | $1,868 | $2,392-21.9% | $5,081-63.2% | $3,350-44.2% |
| Admin fee / account holder | $418 | $438-4.6% | $13,411-96.9% | $521-19.7% |