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 35-1140070 | Contract Administrator | $41,234 |
SYM FINANCIAL CORPORATION9+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $21,883 |
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 | $29,109 | $61,272-52.5% | $149,673-80.6% | $71,457-59.3% |
| Participation rate | 71.8% | 62.5%+9.3pp | 78.8%-7.0pp | 67.9%+3.9pp |
| Annual return | 16.69% | 35.85%-19.2pp | 134.42%-117.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $398 | $2,378-83.3% | $4,818-91.7% | $2,588-84.6% |
| Participant deferral / active EE | $2,789 | $2,917-4.4% | $5,680-50.9% | $4,289-35.0% |
| Admin fee / account holder | $338 | $1,261-73.2% | $13,210-97.4% | $1,587-78.7% |