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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,329 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,529 | $61,156+44.8% | $185,823-52.4% | $79,386+11.5% |
| Participation rate | 73.2% | 66.6%+6.6pp | 81.7%-8.5pp | 70.7%+2.5pp |
| Annual return | 9.89% | 19.45%-9.6pp | 122.05%-112.2pp | 116.85%-107.0pp |
| Employer contribution / active EE | $2,450 | $2,321+5.6% | $5,167-52.6% | $2,427+0.9% |
| Participant deferral / active EE | $4,820 | $2,789+72.8% | $5,568-13.4% | $4,046+19.1% |
| Admin fee / account holder | $439 | $710-38.2% | $16,237-97.3% | $626-30.0% |