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 35-0472300 | Contract Administrator | $277,525 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $50,410 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $33,830 |
Service code 14 · EIN 13-2600875 | Plan Administrator | $31,547 |
FINKEL WHITEFIELD SELIK3+ years Service code 29 · EIN 38-2529039 | Legal | $20,977 |
Service code 10 · EIN 38-2388845 | Accounting | $12,840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,715 | $221,442-87.0% | $92,233-68.9% | $77,958-63.2% |
| Participation rate | 90.5% | 79.6%+10.9pp | 76.5%+14.1pp | 71.6%+18.9pp |
| Annual return | 16.39% | 15.65%+0.7pp | 176.28%-159.9pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,468 | $3,226-54.5% | $3,679-60.1% | $2,310-36.5% |
| Participant deferral / active EE | $1,115 | $2,779-59.9% | $3,897-71.4% | $3,537-68.5% |
| Admin fee / account holder | $381 | $210+81.8% | $5,194-92.7% | $97+291.5% |