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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,229 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,403 |
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 | $72,387 | $65,061+11.3% | $143,757-49.6% | $66,914+8.2% |
| Participation rate | 79.0% | 65.2%+13.8pp | 80.3%-1.3pp | 69.8%+9.2pp |
| Annual return | -9.37% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-11.0pp |
| Employer contribution / active EE | $2,591 | $2,361+9.8% | $4,951-47.7% | $2,544+1.9% |
| Participant deferral / active EE | $5,808 | $2,919+99.0% | $5,637+3.0% | $4,237+37.1% |
| Admin fee / account holder | $395 | $502-21.3% | $14,673-97.3% | $593-33.4% |