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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,356 |
SYM FINANCIAL CORPORATION6+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $16,747 |
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 | $20,888 | $58,879-64.5% | $178,490-88.3% | $73,488-71.6% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 17.57% | 24.86%-7.3pp | 151.07%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $881 | $2,236-60.6% | $5,011-82.4% | $2,270-61.2% |
| Participant deferral / active EE | $2,554 | $2,567-0.5% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $307 | $400-23.2% | $13,984-97.8% | $513-40.1% |