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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,398 |
SYM FINANCIAL CORPORATION10+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $27,180 |
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 | $31,382 | $55,415-43.4% | $155,509-79.8% | $74,495-57.9% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.3pp | 67.2%+6.6pp |
| Annual return | 15.04% | 268.50%-253.5pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $997 | $2,267-56.0% | $4,672-78.7% | $2,623-62.0% |
| Participant deferral / active EE | $3,039 | $2,836+7.2% | $5,626-46.0% | $4,346-30.1% |
| Admin fee / account holder | $381 | $1,738-78.1% | $15,912-97.6% | $1,942-80.4% |