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 | $53,365 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,083 |
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 | $75,928 | $61,272+23.9% | $149,673-49.3% | $71,457+6.3% |
| Participation rate | 81.7% | 62.5%+19.2pp | 78.8%+2.9pp | 67.9%+13.8pp |
| Annual return | 11.43% | 35.85%-24.4pp | 134.42%-123.0pp | 28.85%-17.4pp |
| Employer contribution / active EE | $3,100 | $2,378+30.3% | $4,818-35.7% | $2,588+19.8% |
| Participant deferral / active EE | $6,227 | $2,917+113.5% | $5,680+9.6% | $4,289+45.2% |
| Admin fee / account holder | $382 | $1,261-69.7% | $13,210-97.1% | $1,587-75.9% |